Approval Process
Working on records in approval process
Records in Approval Process Once a record enters the approval process, it goes through a clearly defined process involving submission, review, and decision making. As a result, a record will be restricted from any modifications until it is approved ...
FAQ: Approval Process
What is an approval process? Approval processes allow organizations to streamline the approval of various business activities across Zoho CRM. For example, an organization may need a senior member to approve sales orders, budgets, capital expenses, ...
Reorder Approval Processes and Process Rules
When there are multiple approval processes for a module, the system checks if a record matches the criteria in an approval process in the same order in which it is listed. By default, the approval processes are listed in a chronological order with ...
View Approval History
Approval History gives you a list of records that were submitted for approval. To view the Approval History In your Zoho CRM account, click the My Jobs tab. Click the Approval Process tab. In the Awaiting your Approval page, click Approval History. ...
Approving or Rejecting from the Approval Tab
Records that are lined for approval can be viewed in the My Jobs tab. From this tab, you can approve or reject the records that are waiting for your approval. If needed, you can also delegate the record's approval to another user. Only after the ...
Associating Actions for Approval or Rejection
With each approval process, you can associate some actions such as adding a task, updating fields, sending email alerts, calling webhooks, etc. that will be executed on approval or rejection of a record. When you set multiple stages of approval that ...
Adding an Approval Process
Each approval process is associated with a rule that defines the process. By specifying such a rule, you can ensure that any record meeting the rule's criteria will automatically be submitted for approval. Automatic approval submissions reduce the ...
Approval Process: an Overview
There may be several instances in your business when certain actions need approval from one or more senior decision-makers. For instance, sales reps offering product discounts to customers need the approval of their manager before they do so. ...