How to Submit a Paperless Request (PP Req)

Purpose

Paperless Requests (PP Reqs) are used any time a request involves financial or money-related actions for a client (e.g., refunds, charges, cancellations). This process ensures accuracy, accountability, and timely handling.

Steps to Submit a Paperless Request

1. Access the Client Account
   1. From Salesforce, open the client’s account.
   2. Locate the originating opportunity (this should be where the funds are coming from, or where the deliverables you’re referencing are located).
2. Start a New Request
   1. Click New Request in the top-right corner. 
      
   2. If it’s not visible, check the drop-down menu.
   3. A window will pop up prompting you to fill in details. 
       
3. Select Department
   1. Choose the department relevant to your request.
4. Enter Nature of Request
   1. In the “Nature of Request” field, type the name of your department (e.g., “Coaching”).
   2. Hit Enter to see the list of potential asks.
   3. Select the option that matches your request. 
      Follow our naming convention when selecting a request: choose the request type that matches your department, followed by the specific ask. For example, if you are in PRS, select request types starting with PRS – (e.g., PRS – UPW refund). Only select request types for your own department.
5. Assign the Request
   1. In the Assigned To field, type: jr par.
6. Add Requester Notes
   1. Use the Requester Notes field to explain your request clearly and specifically.
   2. Example: “Please cancel coaching, charge cancellation fee, and refund.”
7. Save the Request
   1. Once all required fields are completed, click Save.

Quick Tips for Success

• Be explicit and specific in your notes — clarity helps processing.
• Remember there is a character limit, so keep entries concise.
• Always confirm you are working from the correct originating opportunity before submitting.