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.
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.
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