Track - Submitted Leads and Jobs

The Track Submitted Leads screen allows you to look at all Leads in the System where one User has requested Manager Approval to move the Lead to the Prospect Milestone.

Requires the Elite Version of AccuLynx in order to access the Track Pages.

You can get to this screen in one of two ways:

1. From any screen, you can click on Track at the top of the page, and then select Submitted Leads. 

2. In the Job Action Items section on your Dashboard, you can select any tiles containing the words "Submitted As" or "Submitted For".

1. Search field used to find a specific job

2. Toggle between Milestone or Status

3. Select Milestone or Status you want to work on

4. Click this box to select all the Submitted Leads on this list.

5. Click this box to select one Submitted Lead at a time.

6. Clicking the Job Name will direct you to that Job's Overview page.

7. Approve/Reject Selected. You must have at least one job selected for these to be available. By selecting Approved, the job will move to the next Milestone or status. Rejected jobs will notify the assigned company representative as long as that person’s notification is not turned off.