Lead is one of the account types that you must submit to a Manager for approval before you can add a Deal on the Account.
Creating a Lead Account is simple and can be done from any page via the Actions menu and then choosing + Lead.
On the Add Lead form:
- You must fill out the Name and Outlets. For the Name, this is the name of the Lead/Account you 'd like to add(not the name of the contact). For the Outlets, the list is populated based on what you are authorized to see in your account. You may select one or more applicable outlets for the lead you are submitting.
- Prospecting Office should be auto fillled as "Local" , but it can be changed.
- Other fields are avaiable but not required. However, we highly suggested filling out the Address information because it is required when you submit Lead to your manager.
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).
Below screen shot shows when address, contact and activity on the Lead haven't been filled out. You can quickly get them update by tapping on the Yellow "!" box in order to update the address, add a contact or schedule an activity.
Below screen shot shows when address, contact and activity on the Lead have been filled out. The boxes will turn green, green checkmarks will be shown and the Submit button will be enabled. Please tap on Submit button to sumbit Lead to your manager for approval. Matrix will alert the manager that they have a lead waiting to be approved via email if they have email alerts turned on.
After the Lead is approved it will display like any other Prospect or Billing account that you own and you will be able to add a Deal to it for forecasting purposes.
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