Requests Inbox
Inbound quote requests and inquiries from every channel.
Automation trace
How new requests are routed automatically
Assign by territory / locationNotify assigned employeeCreate lead + customer recordSet 24-hour follow-up reminder
| Source | Customer | Type | Product | Quantity | Location | Needed | Urgency | Assigned | Status |
|---|---|---|---|---|---|---|---|---|---|
| Website Quote Request | Valley Fresh Produce | Commercial Delivery | 5/8" Pellets | 1,000 lb / week | Allentown Depot | Next Monday | Standard | Priya Shah | New |
| Contact Form | Northside Urgent Care | Pricing Question | 1/8" Rice | 100 lb | Pittsburgh Depot | This week | Standard | Unassigned | New |
| Customer Portal Request | ABC Medical Supply | Recurring Change | 5/8" Pellets | +100 lb per run | Reading Plant | Starting Friday | Standard | Priya Shah | Reviewing |
| Phone-entered Request | Steel City Film Co. | Event Supply | 5/8" Pellets | 400 lb | Pittsburgh Depot | Saturday 5 AM | Rush | Jordan Lee | Quoted |
| Delivery Request | Keystone Cold Chain | Emergency Delivery | 5/8" Pellets | 600 lb | Harrisburg Depot | Today 4 PM | Emergency | Tara Nguyen | Reviewing |
| Website Quote Request | Lancaster Ice Cream Co. | Commercial Delivery | Mixed | 700 lb / week | Harrisburg Depot | Two weeks | Standard | Priya Shah | Waiting on Customer |
| Pickup Request | Rivertown Brewing | Retail Pickup | 5/8" Pellets | 100 lb | Pittsburgh Depot | Tomorrow 8 AM | Standard | Owen Brady | Converted to Order |
| Employee-created Request | Midstate Meat Packing | Bulk Quote | 5/8" Pellets | 2,400 lb / month | Harrisburg Depot | Next month | Standard | Jordan Lee | Quoted |
| Contact Form | Poconos Ski Resort | Event Supply | 5/8" Pellets | 250 lb | Allentown Depot | Dec 20 | Standard | Jordan Lee | Closed |