Private Demo Request Manager

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Total

Requested

In Media

Handoff

Delivery

Finished

1. Create request

Create the private demo work item that starts the workflow.

Client name

Client email

Company

Product slug

Source type

Media owner email

CTA label

CTA URL

Target send date

Media due at

Use case

Source notes

Personalization notes

Internal note

2. Request list

Filter and select the request you want to move through the workflow.

Include closed

No private demo requests found.

3. Request details and handoff

Review the request, move status, and prepare the handoff into access, assets, and delivery.

Select a request from the list.

4. Next tools

Use these pages once the request is approved and ready for the next operational step.

Select a request to enable the next tools.

5. Audit trail

Review workflow history and every request movement.

Select a request to load audit history.