When an AE submits an account request, a manager must take action on it (either Approve or Deny it).
To approve or deny account requests, please select Prospecting in the navigation panel. You will notice that the Requested Accounts Card to be reassigned allows you to know how many Accounts have been requested.
Note: If you are a Lead manager, please click Reassignment Requests tab to access the Requested Accounts Card.
To Approve or Deny Requested Accounts:
1. On the Prospecting page, you will see a list of Accounts that are waiting for your decision.
2. Click the Expansion Arrow to see the Outlets that are being requested.
3. To Accept or Deny, click the appropriate button.
Notes:
- If you Deny the request, "Why are you denying this request?" dialog box will appear. You will be able to add a note to state the reason why you are rejecting the account request and then Click the Confirm button.The Account remains a Lead account.
- If you Approve the request, a message appears to confirm your action.The Account is converted to a Prospect account.
Key Word Search: prospecting, claim, reassignment.