Matrix for Media

Monarch - Submitting Lead Accounts (Customized)

Submit a Lead Account for Approval

Before you can submit a Lead Account for approval (to your manager), the account must contain:
>An address for the Account.
>At least one Account Contact.
>At least one Activity (which can be Incomplete or Completed).

In the below example, this Account Executive  created a new Lead account  "XYZ Test account" requesting the outlets "CBC Digital" and "WRAL-FM" . This AE has completed filling out the Address, Activity and Contact information.

The Request Tab is selected which displays, Outlet, AE, Advertiser Stage, Last Billed, Last/Next Activity and Priority.

-After the selection, select “Submit”. This will ONLY go to the assigned Manager(s) for the Outlet(s) selected. You will also see a new message in display " Your lead is being reviewed" . This will confirm that you have submitted your request successfully

-The other Stations that this AE (or any AE)  is not working are shown as "Unclaimed".

-If more than 1 manager is assigned to a particular Outlet, they all get an email notification of the Account Request. 

Once the Manager approves, you will notice that on the Account List page that the outlet WRAL-FM was approved and is now listed as a Prospect. The other Outlet "CBC Digital" had a different Manager and has yet to approve, so it remains as a Lead. 

Did you find it helpful? Yes No