Manager demo - sample customer requests attributed to your team. No emails are sent.
Team review requests
See who invited each customer and how their invitation is progressing.
Date range
7Requests shown
7Team members
1Review link clicks
Google review matching
Your CRM brings in Google reviews so requests can be matched to submitted reviews. This demo uses sample matches; the live CRM connection is not connected here.
Confirmed matches count as submitted reviews. Suggested matches need manager confirmation.Request activity
Team member
Status
Review match
| Customer | Requested by | Interaction | Requested on | Email status | Google review |
|---|---|---|---|---|---|
| Sarah Thompson sar***@example.com | Laura O'Malley | New policy | Delivered | ||
| David Wilson dav***@example.com | Emma Owens | Renewal | Review link clicked | ||
| Alex Brown ale***@example.com | Kevin Lewis | Policy change | Sent | ||
| Jamie Taylor jam***@example.com | Rachael Squires | Claim support | Delivery failed | ||
| Sam Jones sam***@example.com | Matthew Roberts | Renewal | Delivered | ||
| Casey Smith cas***@example.com | Sarah Walker | New policy | Delivered | ||
| Morgan Green mor***@example.com | Karen Holdsworth | Renewal | Sent |
No requests match these filters.
Google reviews are matched separately from email delivery and link clicks. Managers can confirm or reject suggested matches below. All displayed reviews are sample data.
