01
Filter the request list
Open Requests and choose all, sent, accepted, completed, rejected, or expired. Rows show the prospect, linked reference or awaiting acceptance, status, request payout, and deal value.
Sent means the request is awaiting a decision. Accepted means a reference agreed to participate. Completed means proof was submitted. Rejected records a decline; expired is an unaccepted request past its acceptance window.
Proofly · Acme workspace · Fictional example
Workspace / New requestMK
New request
Scheduled conversationRequest details
Prospect name
Jamie Chen
Pain point
Onboarding and adoption
Scheduled time
Oct 28 · 10:00 AM
Format
Virtual meeting
Meeting URL
Your meeting link
Reference & payout
Customer reference
Alex Lee · 8 completed
Request payout (gross)
$50.00
Customer conversion bonus
$100.00
Reference receives $40.25 after combined fees. Acceptance window: 15 minutes.
Send request
Example values only · No workspace changes
02
Use the next action
- 1For a sent individual request, use Email to send or retry the request email.
- 2After acceptance, open Messages to coordinate details.
- 3Review submitted proof in Payouts.
- 4When a completed request’s prospect becomes a customer, choose Became a customer and record the conversion.
Keep in mind
Do not treat accepted as completed, or completed as paid. Proof and provider payout confirmation are separate steps.