Requests, follow-up and sales.
See where requests came from, assign the next action and record qualified opportunities and outcomes.
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Source to qualified opportunity to sale
Request sources · last 90 days
Sources use the last known non-direct visit when measurement is allowed, otherwise the customer’s optional answer or “unattributed.” Counts follow the same request cohort through its recorded milestones.
Campaigns and consented website activity
Campaigns linked to requests
Optional website activity
These sessions and actions include only visitors who allowed measurement. Phone clicks do not confirm completed calls. Their counts are not a denominator for all requests.
Follow-up due
Open requests need an owner and a next follow-up date. The default deadline is an internal reminder, not a customer response promise.
Notifications and delivery health
New requests, owner changes and due follow-ups create durable inbox notifications. Provider acceptance and confirmed delivery are separate states.
Customer requests
Assignment and measurement settings
Each queue routes new requests to an authorized team member. Existing requests retain their owner until a team member reassigns them.
Email delivery connection and unattended monitoring
Configure the Site’s secure environment variables with a real delivery account: RESEND_API_KEY, a verified sender in NOTIFICATION_FROM, and RESEND_WEBHOOK_SECRET. Subscribe the provider webhook to delivered, bounced, failed and complained events at /api/notifications/webhook. Keep ADMIN_EMAILS limited to the authorized team. Never put credentials in this form or customer notes.
The outbox uses durable jobs, deduplication, bounded retries and a lease to avoid overlapping sends. Email processing runs on new requests, staff changes, a manual processing action, and refreshes while this inbox is open. An accepted message remains unconfirmed until a signed delivery event arrives.
The Site’s hourly ChatGPT monitoring task can report new requests, overdue follow-ups, unassigned requests and delivery problems while the inbox is closed. Check its status in Site tasks. It does not send email or change customer records. Browser alerts work only while this page is open and permitted by the browser.
Evidence for the next publication
Drafts stay private. A source link should point to a company-approved document or photo folder. Review permission, factual accuracy and technical applicability before a future website publication.
Email update requests
These addresses consented to email updates. No mailing campaign runs automatically. Honor removal requests before the next send.