Matrix Support

Leads Approval Process

Leads Approval Process for AEs and Managers


The following sections detail how an AE submits a Lead for approval, and how the Approving Mgr can approve it. Once approved, Matrix will convert it to a Prospect.  At this point, a Deal can then be added.

Account Executives

Managers


Closing Notes

Leads are not enabled by default, and can only be enabled by Matrix Solutions.  Lead Approval is a two step process where the AE needs to have a full address, an Activity, and a Contact attached to the Lead.  Once this is done, they will then need to select a Manager to submit the Lead to for approval.


Once approved, Matrix converts the Lead into a Prospect.

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