Approval Process - Word of the day #85
There are several instances in your business where your sales team needs approval from their senior managers—for example, pricing discount requests, contract review requests, capital expense approvals, vacation time approvals, and document approvals. Zoho CRM offers a dedicated approval management system running behind the scenes to standardize approval processes and save time by creating a dependable, repeatable system.
Here's a knowledge-base article on creating an Approval Process.
Check this quick video on setting up approval process.
Previous 'Word of the Day': Process Management
Next 'Word of the Day': Review Process
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