Internal portal
Marketing support requests
Request overview
Requests and progress.
Active requests
Live request list
Select a request
Open a request to review approval levels, photos, timeline, and the latest marketing update.
Submit marketing request
Sales people can request marketing support for customer-related work.
Work queue
Marketing reviews requests first. Sales advisor gives second approval when required.
Progress updates
Marketing can update every customer request status from here, time to time.
Latest customer updates
Newest status notes from Marketing
Timeline
Track status and days.
Timeline
Pending and total days by request.
| Request | Customer | Status | Started | Ended | Pending Owner | Pending Days | Total Days | Current Stage |
|---|
Select a request
Select a request to view stage duration.
Admin user management
Admin can add users, assign role, branch, LOB, login email, and change passwords.
Users
Login ID is the email address
Email notification log
Prototype preview of emails sent on submission and every update