Generate a list of Lead Accounts that have not yet been submitted for approval
We recently discovered that there were over 200 Lead accounts that were not yet submitted for approval, and this was provided by Support.
This was an "eye opening" experience for us Managers, and this feature needs to be available in Matrix, either as a List Builder and/or Alert.
Having this information will greatly enhance account strategy and help us be more proactive vs. reactive.
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vote
Leslie Guzman
shared this idea
I think we are targeting the wrong side of the coin with this request. We should assume that managers are taking the time to approve leads because then we can assume that anything that is a Lead has not been submitted for approval.
It is unlikely that we will provide this type of analysis to users outside of what we have today by filtering the Account List.