Matrix Support

Work with the New Prospects Pod - Manager Access

On the Street Level page, there is a pod that lists the New Prospects your team has. This allows for a quick review of their prospects. To access the New Prospects pod, click on the Street Level page by clicking on the Street Level link in the menu bar.

The account and AE (salesperson) names, appear in blue, underlined text, indicating that they are hyperlinks. Click the link to display the account’s profile page or the AE scorecard.

If your organization does not use the Lead account functionality, you will see the New Prospects pod instead of the Prospect Approval pod. Please ignore this section if it does not pertain to you.

Keyword Search: Street Level View, SL View, Manager Access, Leads, New Prospects, 

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