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Requesting a Review Months After Initial Connection

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I have a question regarding review requests that may have been answered but I am still unclear on.

Most of my "projects" aka cases, last 3-12 months... many towards the 12 month side of the range. I really do not want to ask a client for a review until the case is done because reviews that are made at the start of a project seem less impactful.

It seems that I am unable to find leads that were made several months ago in the system as they seem to be deleted over time. 

Since I know the client's email address, how can I request a review months later when I can no longer find the lead entry in the system and still get credit for the lead being a "verified" TT lead?

 

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Re: Requesting a Review Months After Initial Connection

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@MR any leads that have come to your inbox will never be completely deleted. We took a look through your Inbox page to see past leads that were dated into last year. Be sure to look under the archived and hired sections and/or the search function using the customers name. 

Give me a 'Kudo' if you find this post helpful or mark 'Best Answer' if it answers your question.

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Re: Requesting a Review Months After Initial Connection

Community Expert
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@MR any leads that have come to your inbox will never be completely deleted. We took a look through your Inbox page to see past leads that were dated into last year. Be sure to look under the archived and hired sections and/or the search function using the customers name. 

Give me a 'Kudo' if you find this post helpful or mark 'Best Answer' if it answers your question.

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Re: Requesting a Review Months After Initial Connection

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I add the star to any customer who I'm working with and likely to ask for a review after a long period of time, so that they stand out, but searching their name is always helpful.

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