Progress and Help Requests
Know what is done and what needs help.
See every request and account status in the agency view. Follow up on skipped steps, missing access, and client help requests from the right record.
Rated 4.7 on Trustpilot
BUILT IN
What you can do.
Request list
The agency dashboard lists client requests with a summary of completion and the status that needs attention.
HOW IT WORKS
From setup to everyday work.
Watch requests
Scan the agency list for requests that are waiting, complete, or need attention without opening every client link.
Open the record
Check each account's status and the request history to understand the exact step that has stalled the handoff.
Follow up clearly
Respond to the specific account that needs help, then update or replace the request link when the situation calls for it.
Follow up with context.
A client saying that access is done does not always mean every account is ready. Linkd gives the agency a per-account view so the next message can address the actual gap.
MORE FROM SEEDLY LINKD
See what else you can do.
A FEW THINGS TO KNOW
Questions about Progress and Help Requests.
