Portal — client "Requests" (mirrors the staff ticket queue)

Does the client experience look right? Note the simplified client-facing statuses (Open / Awaiting your reply / Resolved) and that clients never see internal notes or assignee/priority.

1 · Requests list

Rodeo Leads

Dashboard Orders Deliverables Team Profile Billing Referrals Requests Activity Buy More

Requests

Questions, reschedules, anything you need from our team.

AllOpenResolved

Can we move Tuesday's call?

Rodeo Leads: Absolutely, John — moved you to Thursday 2:00pm…

Open6m ago

Recording didn't play

Rodeo Leads: Can you tell us which appointment and what you saw?

Awaiting your reply1h ago

Thanks — great hire!

You: Just wanted to say the last candidate was perfect.

Resolved1d ago

2 · New request (＋ button, or "Message us about this" from a deliverable)

Rodeo Leads

Requests

← Requests

New request

Subject

e.g. Reschedule Tuesday's appointment

Message

Tell us what you need…

Our team typically replies within one business day.

3 · A request thread (client never sees internal notes / assignee / priority)

Rodeo Leads

Requests

← Requests

Can we move Tuesday's call?

Open

You · 12m ago

Hi — something came up Tuesday. Can we push the agent call to Thursday same time?

Rodeo Leads · Sewar · 6m ago

Absolutely, John — moved you to Thursday 2:00pm. You'll get a fresh confirmation shortly.

Reply…

Replying to a Resolved request automatically reopens it — nothing falls through.

Same thread as the staff ticket #1041 — a client reply lands in the staff queue; a staff reply arrives here + as an email. Internal notes are filtered out of this view entirely.