Monarch Mobile - Approving Leads

Bill Dunn

Modified on: Wed, Jun 18, 2025 at 2:15 AM

Approving Leads to become qualified Prospects has never been easier! When a salesperson submits a Lead to you, you can quickly approve it with Matrix mobile in seconds. To approve the Leads, please follow the below steps:

1. Tap the main navigation on the upper right of the screen.

2. Tap Prospect Approval. There you’ll see a badge icon indicating how many Leads are awaiting your approval!

3. Tap the arrow icon next to the account that you wish to approve or reject.

4. Tap Approve or Reject.

Note: the Prospect Approval sceen provides the information below.

Get into a habit of approving Leads daily so that your salespeople are not waiting to update the forecasts and get you more accurate information, faster! Alternatively, set expectations with a schedule on when you will approve Leads. Perhaps this is a weekly event during a 1-on-1 meeting where you talk through each Lead and approve or reject together.

Keyword Search: Android, iOS, Mobile, approve leads, manager access, approve prospects

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