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Monitoring Fulfillment Requests

When you submit correspondence to a fulfillment center, the status of the correspondence is set to Submitted. When your correspondence request is fulfilled, the fulfillment center updates the status to Completed, which associates an activity with each recipient (contact). You can monitor the status to determine the date and time that your correspondence was sent and time your follow-up calls and sales visits accordingly.

This task is a step in Process of Setting Up and Using Fulfillment Centers.

To monitor fulfillment requests

1. Navigate to the Correspondence screen > My Correspondence Requests view.
2. In the Correspondence list, select the correspondence record, and then verify that Completed appears in the Status field.

Similarly, a fulfillment center manager monitors the status of pending requests by looking at the entry in the Status column of records in the Fulfillment screen.