Request Prospect Manager

From a prospect record, you can request a prospect manager assignment for the prospect. Under Tasks, select Request prospect manager. From the Request prospect manager screen, select the manager you want to request and enter a start date for the assignment.

Unlike the Edit prospect manager link, Request prospect manager does not immediately commit the assignment. Instead, the request is forwarded to the current prospect manager who must approve the request before the new assignment can take place.

For information about approving or denying a request, see Prospect Requests Tab.