multi level approval of leads
A customer would like the ability to require multiple lead approvers. These might be sequential or concurrent. One use case is both the LSM and the DSM need to approve leads.
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Eileen Fredette
shared this idea
We have built this functionality into Monarch and have the capability to enable it for customers. It’s not as cut and dry as this so please contact your Success Manager at Matrix if this is something that you are interested in.