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Locating Requests

Renee McNeese avatar
Written by Renee McNeese
Updated over 3 weeks ago

In order to locate and approve requests you will need to navigate to the Request Manager dashboard.

From this dashboard you are able to see requests that are already assigned to you located under "My Requests" and then all open requests can be found under "Unassigned Requests"

When working a new request it's important to assign the request to yourself if you're going to process it. You do so by clicking/highlighting the deal and then clicking the "Take Ownership" button.

Once assigned to yourself you will noticed that the deal will move up to your "My Requests" box. Then to open the request you will highlight the deal you want to work on and click "Open"

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