Review trial and webinar signups

The Innboks for registreringer exists in the DealJourney workspace only. New trials and webinar signups that were not matched automatically wait here. Opening it requires access to Leads; making a decision also requires write access to the type of record chosen. Existing records follow your normal page and owner visibility.

1. 1Open Venter. Use Søk i registreringer to find a company, person, email address or organisation number. The sort control can show Eldste først, Nyeste først or Prøveperioder som slutter først.
2. 2Choose Vurder treff or Vurder registrering. Compare the suggested records, their status, owner and matching evidence. The search also finds a customer's contacts. A record's open control opens its full page in a new tab so you keep your place in the review.
3. 3Select the correct record, then choose Bekreft kobling. Linking a trial connects future workspace updates to that record. Linking it to a customer also adds or matches its users as contacts. Existing ownership is preserved. A record already connected to a different workspace cannot be used for another trial. Linking a webinar signup records the event; it does not connect a workspace or import users.
4. 4If this is a separate prospect, choose Nytt lead or Ny kunde. Review Ansvarlig and, for a new lead, Neste kontakt before saving. A webinar signup can become a lead or be linked to an existing record, but cannot create a customer here.

Open Registreringsdetaljer for exact dates, organisation details, campaign attribution, referral partner and the signup's answer about how they heard about DealJourney. Raw campaign references stay in these details.

Use Avvis when no follow-up is needed. The signup moves to Behandlet. The success message offers Tilbake til ventende, and the same action is available on dismissed entries in the handled view. Restoration is refused if the signup has since been connected elsewhere. This does not undo a created record or an existing link.

In Behandlet, search and filter by outcome to find an earlier decision. The list shows who handled it and when, or says it was automatic. Use Forrige and Neste to reach older entries. Trials that start paying may be handled automatically.

If a decision cannot be confirmed, refresh before retrying. If the decision is saved but contacts remain pending, the success message says so; automatic reconciliation retries the contacts without creating another customer.