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Clicking the button will take you to a review data-grid where users can use the hyperlink to drill down to the individual lead and/or click the “Review” button to remove them from the list.

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Admin → Lookup Tables → Lead Status

  • Make sure that the Waiting Approval status exists in the Lead Status Lookup Table.

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User Settings

  • The system wide default is for everyone to see theses you with you need to ask us or this to be reversed to disabled in the system setting.

  • Then for each user that is allowed to see Waiting Approval Leads the following setting needs to applied:

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Toucan Sales Analytics Admin Settings

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If the API is used the System Configuration New Lead API default settings should be populated:

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