This notification shows all the Leads that have been submitted and are waiting for a manager to approve. This notification is only available for managers.
To access the notification
When the notification is enabled and at least one of Leads has been submitted to you, then you will see the notice next to the Bell icon located on the upper right corner of your screen. Once you click the Bell icon, you will see the message of "x Leads are waiting for you to approve them so that your sales team can begin forecasting new business!"
Once you click on the message, the Prospecting page will show. Please click HERE to learn about Prospecting page.
To remove the notification
You can remove this notificaiton from the Bell icon by clicking Bell icon and then the checkmark next to notice message. Please keep in mind this notice will show on the Bell again one of Leads has been submitted to you.
To disable the notification
If you don't want to receive the notice, please turn it off by
1. Clicking on the Bell icon in the top right corner, and then click on the gear icon.
2. Click Default Notifications tab.
3. Click Off in front of the Leads To Approve.
