Managing Lead Transactions

Used in these workflows

• Work the Approvals Queue
• Work a Fresh Lead Through to First Deposit
• Raise a Deposit on a Lead's Behalf
• Process a Deposit End to End
• Process a Withdrawal End to End

• What it is: Your approval queue for all Deposit and Withdrawal requests logged by your agents. No financial transaction is finalized until you approve it.
• How to Manage Transactions:
  1. Navigate to Lead Transactions in the main sidebar.
  2. Review each financial transaction.
  3. Click Approve or Reject.

Figure: Lead Transactions