Review and approve an intake event

Use Review and approve when Qonvera cannot safely create CRM records from the incoming event.

Approval steps

1. Open Intake and select a Review required event.
2. Review the source, subject, message, processing reason, and attempt timeline.
3. Correct the contact name, email, phone, company, enquiry message, and intent.
4. Select the appropriate service or leave it unselected if the enquiry is not yet specific.
5. Confirm there is a reliable email or international-format phone number.
6. Choose Approve and create CRM records.
7. Open the linked CRM records and verify the owner, pipeline, and next action.

The approver and corrections are written to the audit trail. Approval is deliberately restricted to authorized roles because it creates customer and sales records.

Friendly review labels

The interface translates internal reason codes into user-facing labels. For example, email content requiring review is shown as a content-processing issue rather than an implementation code. If a raw code appears, capture the event ID and contact support; do not include customer content in logs or screenshots.