Requests (Sales) — Request Workflow: Create, Triage, Convert to Project

Estimated reading time: 3 minutes

Overview

The Requests section in Coperniq is the starting point of the sales process. Here, all incoming opportunities are captured and managed through a Request workflow before being converted into Projects (and later into Work Orders).

The request workflow allows you to:

• Create new requests

• Triage and move them through workflow stages

• Convert approved requests into Projects manually or automatically

Accessing Requests

• Log into the Coperniq web app

• From the left-hand menu, select Sales

• Choose the Requests tab at the top

  

You’ll land on the Requests dashboard, which includes:

• A list of requests grouped by workflows (e.g., Service Pipeline, Project Pipeline)

• Stages that track progress, such as New Request, Proposal, Closed Won, Closed Lost, Nurture

• A toolbar to search, filter, group, and sort requests

  

Creating a New Request

To add a new sales request:

1. Click the + Request button (top-right)

2. Complete the Request form (fields vary depending on your configuration)

3. Create→ the request will appear in the first stage of its workflow

   

Requests may also be automatically created via:

• Client portal submissions

• Imported leads from external sources

Request Workflow Stages

Requests move through a workflow pipeline that represents your sales process.

• Requests can be advanced between stages as they progress (e.g., from New Request to Proposal, then to Closed Won).

• Stages can differ depending on whether the request belongs to a Service workflow or a Project workflow.

• Each request workflow can be customized, and the stages can be modified to reflect your team’s process.

  

Triage

Triage ensures requests are reviewed and organized correctly:

• Assign a sales rep or owner

• Update missing details

• Add notes or log communication in the right panel (notes, calls, emails, SMS, portal messages)

  

• Use filters, grouping, and sorting to track requests by owner, stage, or activity Requests can be archived if invalid or duplicated.

Converting a Request to a Project

When a request is Closed Won, it can be converted into a Project in two ways:

1. Manual Conversion

• Go to the Projects page

• Click + Project

• Select the existing client linked to the request

• Fill in the required project details → create

• The request will now be tied to a Project in the Projects dashboard

  

2. Automated Conversion

• Automations can be configured so that when a request is marked Closed Won, a Project is automatically created

• This ensures an instant handoff from Sales → Operations with no manual steps

👉 Once a Project is created, the operations team can then generate Work Orders (e.g., site survey, engineering, installation).