Review trial and webinar signups

The Inkorg för registreringar 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 Väntar. Use Sök registreringar to find a company, person, email address or organisation number. The sort control can show Äldsta först, Nyaste först or Provperioder som slutar först.
2. 2Choose Granska träffar or Granska 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 Bekräfta koppling. 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 kund. Review Ansvarig and, for a new lead, Nästa 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 Avfärda when no follow-up is needed. The signup moves to Hanterade. The success message offers Tillbaka till väntande, 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 Hanterade, search and filter by outcome to find an earlier decision. The list shows who handled it and when, or says it was automatic. Use Föregående and Nästa 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.