Client Requests

The Client Requests section provides a centralized interface for managing and tracking client interactions. It allows administrators to review incoming client requests, assign managers, update statuses, and directly communicate with clients.

This section consists of two primary tabs:

• Requests – Displays general client inquiries, including contact details and messages.
• Callbacks – Displays callback requests, including preferred dates and times.

Key Features  

• Advanced Filters & Search – Quickly locate specific requests using various filtering options.
• Request & Callback Management – Assign managers, update request statuses, and track progress.
• Client Communication – Access client contact details for direct responses.
• Status Monitoring – Track request progress and ensure timely follow-ups.

Managing the “Requests” Tab  

The “Requests” tab provides a structured view of all incoming client inquiries.

Filtering & Searching Requests  

At the top of the page, administrators can filter requests using the following fields:

• User ID – Search for specific clients by their unique identifier.
• Manager – Filter by assigned manager.
• Name – Search for clients by name.
• Phone – Locate requests based on phone numbers.
• E-mail – Search for specific client email addresses.
• Type – Filter by request type.
• Lead Status – Sort requests based on lead status.
• Status – Filter requests based on their processing stage.
• Not Authorized – Use the checkbox to show only unauthorized users.

Understanding Request Table Columns  

• User – Displays the client's unique ID, with a “Lead Card” icon next to it that opens detailed user data.
• Manager – Assigned team member responsible for the request (editable).
• E-mail – Client’s email address.
• Name – Client’s full name.
• Phone – Client’s contact number.
• Type – The category of the request.
• Message – A brief description of the client’s inquiry.
• Created at – Timestamp indicating when the request was submitted.
• Geo – Displays the client’s geographical location (flag icon).
• Status – Displays the current request status (e.g., New, Completed).

Managing the "Callbacks" Tab  

The “Callbacks” tab contains almost the same columns as the “Requests” tab, with the following key differences:

Additional Callback Table Columns  

• Preferred Time – Displays the date and time requested by the client for the callback.
• Comment – Any additional notes or instructions provided by the client regarding the callback request.

Filtering & Searching Callback Requests  

In addition to the filters available in the “Requests” tab, the “Callbacks” tab includes:

• Preference Date – Filter callback requests based on the client’s preferred callback time.

Managing Client Requests & Callbacks  

Assigning a Manager  

1. Locate the request in the list.
2. Click the “Edit” icon under the “Manager” column.
3. Select a manager from the dropdown list.
4. Save the changes to assign the request.

Updating Request & Callback Status  

1. Locate the request or callback in the list.
2. Click the “Status” field.
3. The status will automatically toggle between "New" and "Completed" upon clicking.

Contacting Clients  

1. Click on the User Card icon in the request table.
2. This will open the client’s detailed profile with additional information.
3. Use the provided email or phone number in the request details to reach out to clients directly.