Monarch - Adding New Prospect Account - Account Executive

Note:  As an Account Executive, you will either have access to enter prospect accounts or Lead accounts, if you see in the pop-up window " 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 account.

Entering Prospect Accounts A lead account is typically considered an unclaimed account that still needs to be approved by a manager before being considered a Prospect.

Step 1 - All new accounts are created via the global +Add button in the upper-right-hand corner of your screen

Step 2 -  Then you will see a new pop-up window showing you the type of account that you entering  ( In this case a Prospect account ) - Once you are prompted, you can enter the Account Name and additional profile information such as Address, Phone Number, Category, Outlet ( Stations ) and Social Media details.  

Step 3 - Once you click Save, it will save the record as a new prospect account and you will be able to enter deals as needed. 

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