Hi,

This is the second time I'm facing this user experience problem. I hope you might give some insight on how to either do or explain colleagues / clients.

A sale person is responsible to create an estimate for a deal from the CRM. However the estimate needs to be approved by the superior before being sent to the client. From the CRM's Finance module, the "Send for approval" button is not available.

For now I'm explaining the sale person to go to Zoho Books, find the Estimates and press the big red button. However this is a detour and force the sale person to change application.

How can I get around this, so the sale person stay in the CRM, or at least has an easy way to get to the "Send for approval button" ?

Regards