Partner Requests Management

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1

Just wondering if there is better management of partner requests in the pipeline? I am having a terrible time finding old requests to close them out…and simply managing the requests in general.

It would be great if I could use a search feature to search for a name, also the ability to sort or search by date of a request.

I did see that clients can set a project to different statuses, but would be great if we had control over this for our own personal management as well. It would be amazing to set a request as “In progress,” then easily filter these to close them out. Currently, I have some “In progress” set by clients in my requests, unfortunately, only one out of 6 are my actual client.

If filtering and sorting is not an option, at least the ability to download a CSV file of all requests.

Any feedback or tips is much appreciated. Thanks!

2

Hi Melanie! Thank you for the feedback, I reached out to the team with your request. Should I here back, I’ll provide you with an update. :slight_smile:

3

Thank you so much! :blush:

4

Hi Melanie. I’m the product manager for the Marketplace. We plan to make significant updates to project request management. The project is active now. I can’t say for certain exactly what will be included when we release the updates, but all the things you mentioned are being considered.

I’d love to speak to you about this directly some time soon. If you’re open to that, please DM me here and we can set up a time.

5

Amazing news! I’ll shoot you a DM…thanks so much!

6

As always, thank you Reinhardt!