Submit a Lead Account for Approval
You account must contain three requirements below before you can submit a Lead Account for approval (to your manager)
- An address for the Account. To add an address, please click "You need to know the address" button on the top and then fill out the Country, Address 1, City, State, and Zip. Then click Save button.
- At least one Account Contact. To add a Contact, click "You need to know a contact" button on the top and fill out at least first and last names. Then click Save button.
- At least one Activity (which can be Incomplete or Completed). To add an activity, click "You need to schedule an activity" button on the top and fill out Activity Method, Activity Type, Subject, and Date. Then click Save button.
Once the Address, Activity and Contact information have been filled out, all three buttons will turn green and "Submit your lead for approval" button is enabled.
To finalize your Lead submission, click the “Submit your lead for approval” button. This will ONLY go to the assigned Manager(s) for the Outlet(s) selected. You will also see a new message display with the date when this was submitted. This will confirm that you have submitted your request successfully.
Notes:
- If you would like to receive an email once your manager approves the account, please click on your name on the top right, select Profile, click Preferences tab, and set Prospect Approval Emails to On.
- If more than 1 manager is assigned to a particular Outlet, then all of them will get an email notification of the Account Request and see the request within their Prospecting navigation on the left. Once any of the managers Approve or Deny the request, it will be removed from (All) the Managers list of “Accounts Requested to be Reassigned”.