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← Customers

Customer Portal

Brighton Quarry Services

Customer portal follow-up assigned to Jordan for the demo ownership workflow.

Tracking scopeCustomer-requested items and administrative follow-up
Customer actions
Export
Excel package CSV package

Workflow status

Package progress 0%

Customer package status

No tracked required items yet.

  • 0required
  • 0accepted
  • 0submitted for review
  • 0ready to submit
  • 0missing / in progress
  • 0waiting

Low attention · 33/100

  • 1 open task

Internal workflow priority only.
Not a compliance determination.

Why this customer is prioritized

Risk factors

Major factors

Major factors are the main reasons this customer is prioritized today. Additional factors still contribute and can become major when they become overdue, stale, near expiration, or blocking work.

Internal follow-up

Tasks (1 open)

Team actions tied to this customer, platform, or document.

+ Add task

Requested by: Maya Admin

Use this when the task must be finished before the customer package can move forward.

Prepare customer portal upload batch

Customer Portal · Jun 25, 2026 · Assigned to Jordan Coordinator · Urgent priority · Jordan owns this customer-portal follow-up for the current review cycle.

Tracked files

Documents (0 attention)

Files and records that may satisfy requested items.

View all for customer
+ Link document

No active document work for this customer. Use View all for customer to see every linked document.

Customer-requested requirements

Requested Items (0 active)

Package items the customer asked for. Link a document when a tracked file satisfies the request.

+ Add requested item

Use this when the customer is asking for a subcontractor, employee, or other party’s document.

No active customer-requested items need attention.

Trust history

Recent Activity

Customer portal follow-up assigned

2026-06-25 10:00 · Jordan Coordinator · Jordan owns this customer-portal follow-up for the current review cycle.

Customer setup · platforms and contacts

Manage platform assignments and request recipients when this customer setup changes.

Platform assignments

Platforms

+ Assign platform

Request recipients

Contacts

+ Add contact

No contacts yet. Add customer, broker, platform, assigned contractor employee, or internal contacts so request emails can prefill recipients.