A website demo request reaches the vendor's sales inbox
Who is involved
| Role | What they do |
|---|---|
| Website visitor | Fills in the Book a demo form. |
| Platform operator | Watches the Sales inquiries inbox. |
| Platform support agent | Works the request as a ticket on the vendor's desk. |
Step by step
- Website visitor
Fills in name, e-mail and optional company, phone and message on the demo form and sends it.
What they see:A confirmation that the request was received.
- Platform operator
Opens Platform, Sales inquiries.
What they see:The request is listed first with its details and counts as not yet handled.
- Platform support agent
Opens the same request as a High-priority ticket on the vendor's desk, replies and moves it along.
What they see:The ticket follows the normal states and deadlines.
- Platform operator
Refreshes Sales inquiries.
What they see:The request shows its new status and the unhandled count drops once someone has started on it.
Who is told what
The vendor's helpdesk managers are not alerted automatically to a demo request; the operator checks the inbox.