The Account Profile tells you a story about the Account that you cannot find anywhere else. This exists for each of your individual Accounts, but the Lead is a bit different from the other types in that you must submit a Lead to a Manager for approval before you can add a Deal for the Account.
Creating a Lead Account is simple and can be done from any page via the Actions menu and then choosing "+ Lead". Please review this article for more detail of how to create a Lead: Monarch Mobile - Editing and Creating Account
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 is 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 is 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.
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