Matrix Support

Matrix Mobile - Submitting Leads

The Account Profile tells you a story about the Account that you cannot find anywhere else. This exists for each of your individual accounts, but the Lead is a bit different from the other types in that you must submit a lead to a manager for approval before you can add a deal for the account. 


Creating a Lead Account is simple and can be done from any page via the Actions menu and then choosing "+ Lead".

 


After the Lead is approved it will display like any other Prospect or Billing account that you own and you will be able to add a deal to it for forecasting purposes.

 

Keyword Search: Android, iOS, Mobile, submit leads, approve leads, submit to manager, 

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