Tutorial: Lead approval workflow

When a rep finds an outlet in the field that is not on the campaign list, they submit a lead request. Managers review those requests in Approvals before the lead enters the pipeline.

Reps follow the complementary guide: New lead, approval, and visit.

Flow at a glance

flowchart LR
  A[Rep submits lead] --> B[Pending in Approvals]
  B --> C{Manager decision}
  C -->|Approve| D[Lead created on campaign]
  C -->|Reject| E[Rep sees reason]
  E --> F[Rep resubmits]
  F --> B
  D --> G[Rep logs visit]

1. Open the approvals queue

1. Sign in as a sales manager or admin.
2. Go to Workspace → Approvals.
3. Filter by Status → Pending and optionally by Campaign.

The page lists every lead creation request waiting for review.

2. Review a pending request

1. Click a request in the list.
2. Read the creation fields the rep filled — name, address, identifiers, contacts.
3. Confirm the outlet is not a duplicate of an existing lead on the campaign.

If you need to create a lead yourself (no rep submission), use Leads → Create lead instead:

Managers can create leads directly without the approval queue.

3. Approve or reject

Action	When to use	Result
Approve	Outlet is valid and new	Lead is created; rep sees it on their list
Reject	Duplicate, wrong territory, or incomplete data	Rep sees your reason and can resubmit

After Approve, assign the lead to the submitting rep (or bulk-assign) if it is not auto-assigned.

4. Rep records the visit

Once the lead exists, the rep opens Leads → [lead] → Visits → Add visit to log field activity. Visits feed team Dashboard KPIs and Reports.

Success checklist

• Pending queue reviewed regularly (daily or per campaign rhythm)
• Duplicates rejected with a clear reason
• Approved leads assigned to the correct rep
• Reps notified implicitly when the lead appears on their book

Related

• Review lead approvals — quick reference
• Assign a lead
• New lead, approval, and visit — rep side