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Capture a request from My Work

The My Work queue is your personal inbox for incoming requests. A request is the lightweight precursor to a lead or a case: it captures intent before you've decided what kind of work it becomes.

Goal​

Capture an incoming request and triage it through to either a lead or a closed entry.

Prerequisites​

  • You have an open My Work queue (default for all users).

Steps​

1. Open My Work​

The default landing page after first login. The Requests tab is one of the queue tabs.

My Work - Requests

2. Click New Request on the dashboard (or + Add Item in the Requests list)​

The Pipelinq dashboard has a quick-action row with New Lead, New Request, New Client buttons. Either entry point opens the request create dialog; the list-view route is Requests → + Add Item.

3. Fill the request form​

  • Type: admin-configured (info, quote, support, complaint, …).
  • From: pick or quick-create a client.
  • Subject + Body: the actual content.

Request form

4. Save and triage​

After save, the request lives in the Requests queue. Triage actions:

  • Convert to lead: promotes it to a pipeline lead.
  • Close: resolves without further work.

Triage

Verification​

  • Request appears in the Requests queue.
  • The linked client's history shows the request.
  • After convert-to-lead, the new lead appears on the pipeline at the configured initial stage.

Common issues​

SymptomFix
Type list is emptyAdmin hasn't configured request types. See admin guide.
Convert-to-lead is greyed outThe request isn't yet linked to a client. Add the From field first.

Reference​