Raise a Deposit on a Lead's Behalf
Goal: Record a deposit payment from a lead, submit it for manager approval, and confirm it is finalized. Who does this: Agent records the deposit · Sales Manager approves or rejects it · Finance sees it in the Finance view once settled Before you start: Deposit types and deposit methods must already be configured by a manager. If the dropdowns in the deposit form are empty, ask your manager to set them up first — see Deposit Types and Deposit Methods. For the full lead journey from first contact through to deposit, see Work a Fresh Lead Through to First Deposit.
Steps
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Agent Open the lead profile. Go to Leads → General, find the lead, and click their name.
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Agent Click Create a Deposit. In the profile's action area, select Create a Deposit. A form will appear.
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Agent Fill in the deposit details. Select the Deposit Type (the category of deposit, used for reporting), the Deposit Method (how the funds were sent — e.g., Credit Card, Bank Transfer), and enter the amount. Add any relevant notes, then click Submit.
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Agent Confirm the request is pending. The deposit is now in the queue — it is not finalized yet. No funds are moved until a manager approves it.
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Sales Manager Review and approve in Lead Transactions. Navigate to Lead Transactions in the sidebar. Find the pending deposit, review the details, and click Approve (or Reject with a reason). See Lead Transactions.
What happens next
Once approved, the deposit is recorded against the lead and the transaction status changes from Pending to Approved. The lead's activity history will reflect the confirmed deposit.
If the lead is also a registered customer, the deposit feeds into the Finance view under Finance → Deposits.
To verify: open the lead profile and confirm the deposit appears in the activity/timeline section. In Lead Transactions, the status should read Approved.
For the full picture of the deposit lifecycle — including what happens if a deposit is rejected and how Finance sees it — see Deposit Process.