Approval Process: an Overview

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. Marketers planning a campaign may need the approval of the Marketing head as well as the Finance head to go ahead with the campaign. Read this tutorial to find more use cases.

In your CRM database when there are loads of decisions to be approved, it becomes a tiresome task to sort through records and send them for someone’s approval. Zoho CRM’s workflow approval process makes this easier by automating the entire approval process.

Idea
This feature can be configured for team modules as well. To learn more, see: Working with team modules, Configuring team modules, and Automation in team modules.

Availability 

Permission Required
Users with Manage Automation permission in their profile can access this feature. 
Team module admins can create approval processes for their team modules.
The Approval Tab will be displayed for all the users. 

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                                                                                                                            • Related Articles

                                                                                                                            • 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 ...
                                                                                                                            • 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 ...
                                                                                                                            • Comparison between Review Process and Approval Process

                                                                                                                              Characteristics Approval process Review process Execute on Record creation and edit. Applies to all records that enter the CRM system. Modules Standard and custom Standard and custom Entity (records or fields) for approval A record is considered for ...
                                                                                                                            • 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 ...
                                                                                                                            • Process Management - An Overview

                                                                                                                              Business processes are a series of activities performed by a group of users to achieve a specific goal. Whether it's a small startup or a large corporate firm, most organizations have countless processes running every day that aids in streamlining ...
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