Private Demo Request Manager
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Total Requests
0
All visible private demo requests
Requested
0
New intake waiting to move
In Media
0
Queued, producing, or awaiting review
Handoff
0
Approved and moving into access and assets
Delivery
0
Sent, viewed, or engaged
Finished
0
Follow up complete, closed, or cancelled
1
Create
Create the request with client, company, use case, and timing.
2
Select
Choose a request from the list and load its workspace.
3
Prepare
Approve, create access, connect asset, and update status.
4
Send
Once Ready to Send, a team member emails the private link manually.
5
Monitor
Track activity and follow up using reporting and audit history.
1. Create request
Start the workflow by capturing a clear intake with the client, company, use case, and timing.
Best practice: fill in the intake completely before moving the request into media preparation.
2. Request list
Search, filter, and select the request you want to move through the workflow.
Select one request here. The workspace on the right updates to show the current stage, next actions, and connected records.
No private demo requests found.
3. Selected request workspace
Review the selected request, connect the handoff records, and move the workflow forward.
Select a request from the list.
4. Operational tools
Use these pages only when the selected request is at the correct stage.
Select a request to enable the operational tools.
5. Audit trail
Review workflow history and every request movement.
Select a request to load audit history.