Lead Approval Default
Instead of giving the AEs the option to pick who their lead is submitted to in alphabetical order, perhaps it should default to their sales manager
1
vote
Andres Paz
shared this idea
Matrix sets the default to the manager that you have last selected. You do need to pick one the first time, however. For example if i have 3 managers and the last one i selected was “Jill Smith” then the next time i submit a lead it will default to Jill Smith. I can pick others, but that’s what it will start with.
Hope this helps your sales team’s workflow!