Needs attention
Needs attention collects customer records with actionable signals that the current user may address. Open a row to inspect the underlying account context before creating a task or changing customer data.
Research and stage verified details
- 1Open Company Intelligence from a company.
- 2Start research when the company identity is specific enough.
- 3Review official-domain alternatives when QuoteDeck cannot resolve one confidently.
- 4Stage only details that match the customer.
- 5Save approved changes to the company record.
Human review stays required
AI research and suggestions can be incomplete or ambiguous. QuoteDeck keeps discovered details reviewable before they change the customer record and does not treat a suggestion as an approved customer action.
Still stuck?
Send the quote number, the step you were on, and the exact message shown to support@quotedeck.io.