Approval Workflows
Configure approval rules for quotes and deals that meet specific conditions.
0
Active Deal Rules
0
Active Quote Rules
0
Pending Approvals
Approval Rules
Configure when approvals are required
How Approval Workflows Work
Learn how to set up and use approval workflows effectively.
1
Create Rules
Define conditions that trigger approval requirements, such as deal amounts exceeding a threshold.
2
Assign Approvers
Choose who can approve requests. Use "Any" for quick approvals, "All" for consensus, or "Sequential" for hierarchical review.
3
Review & Approve
Approvers receive notifications and can approve or reject requests directly from the entity page or notification panel.
Approval Types Explained
- Any One Approver: The request is approved as soon as any single approver grants approval.
- All Approvers: Every designated approver must grant approval. The request is rejected if any one rejects.
- Sequential: Approvers must approve in order. The next approver is only notified after the previous one approves.