Approving leads to become qualified prospects has never been easier! When a salesperson submits a lead to you, you can quickly approve it with Matrix mobile in seconds.
You can access the Prospect Approval section from the main navigation side menu item in the upper right of any page. There you’ll see a badge icon indicating how many leads are awaiting your approval!
Get into a habit of approving leads daily so that your salespeople are not waiting to update the forecasts and get you more accurate information, faster! Alternatively, set expectations with a schedule on when you will approve leads. Perhaps this is a weekly event during a 1-on-1 meeting where you talk through each lead and approve or reject together.
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