As an Account Executive, you will have access to enter either Prospect or Lead accounts.
- Lead is an account type that you must submit to a Manager for approval. Your manager can approve or reject your account. Once your manager approves the account, it becomes a Prospect which you can add a Deal. However, if your manager rejects the account, it will remain as Lead which you cannot add a Deal.
- Prospect is an account type that you don't need to submit to a Manager for approval. A deal can be added after the Prospect is created.
To add a Lead or Prospect account, please follow the below steps:
1. Click the (+) Add button in the upper-right-hand corner of your screen and select Account.
2. You will then see a new pop-up window showing you the type of account(Lead or Prospect) that you are entering.
- If you see "Add a Lead", this means that you only have access to add Lead accounts and your manager will need to approve the account before it becomes a Prospect.
- If you see "Add a Prospect", this means that you have access to add Prospect accounts and you can add a deal after the account is created without a manager approval.
On the Add a Lead or Prospect window:
- You must fill out the Name and Outlet fields. For the Name, this is the name of the Lead or Prospect 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.
- The Prospecting Office should be auto filled as "Local", but it can be changed by clicking on the Prospecting Office drop down.
- Other fields are available but not required. However, when adding a Lead, you must fill out the Address information such as Country, Address1, City State and Zip as these are required when you submit a Lead to your manager.
3. Once you have finished filling out the information click the Save button. It will save the record as a new Lead or Prospect account. After clicking the Save button, the new Lead or Prospect profile will appear.
- On the Prospect profile, you can add deals as needed. Please review the article below on how to add a deal Monarch - Adding Deals / Pending
- On the Lead profile, you need to enter more information (Contact and Activity) before you can submit it to your manager. Please review the article below on how to submit a Lead to a manager for approval. Monarch - Multi-Stage - Submitting Lead Accounts - Account Executive