How to Mark a Prospect as Approved in the App
Learn the steps to mark a prospect as approved by the decision maker using the app.
By Ron DeBiasse Jr.
In this guide, we'll learn how to mark a prospect as approved by the decision maker. This process involves navigating through the application to update the prospect's status. Once approved, the next step will be to generate the lease.
Let's get started.
Once the prospect has been approved, follow these steps to mark them as approved by the decision maker: 1. Open the app. 2. Click on the dashboard.
1
Click on "Dashboard"
You can see that this prospect is waiting for approval.
2
Click on the prospect name
3
Click on "Yes"
The other way to find the prospect and mark them as approved is to click on qualified leads, select the name, and mark them as approved.
4
Click on "All Leads"
5
Click on "Qualified Leads"
6
Click on ","
7
Click on "Yes"
