Submit a Lead Account for Approval
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).
In the below example, this Account Executive created a new Lead account "Zara Clothing Test account" requesting the outlets "CBC Digital" and "WRAL-FM" . This AE has completed filling out the Address, Activity and Contact information.
Please make sure that all three requirements are met before submitting this to your manager.
-To finalize your Lead submission , please click on the Submit your lead for approval option . This will ONLY go to the assigned Manager(s) for the Outlet(s) selected.
You will see a new message in display with the date after the lead was submitted "Lead submitted on 04/08/2021" . This will confirm that you have submitted your request successfully.
- If you would like to request additional outlets, please go to the Request outlets tab and select the desired outlets accordingly.
- Once you select the desired outlets , click Requst option so these outlet can be submitted for approval.
- If more than 1 manager is assigned to a particular Outlet, they all get an email notification of the Account Request.
Once the Manager approves, you will notice that on the Account List page that the outlet WRAL-FM was approved and is now listed as a Prospect. The other Outlet "CBC Digital" had a different Manager and has yet to approve, so it remains as a Lead.
