Matrix Support

Leads Approval Process

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

Account Executives


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 Account Executive 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.

Did you find it helpful? Yes No