What is an approval process | CRM FAQs

What is an approval process?

Approval processes allow organizations to automate the approval of various business activities. For example, an organization may need a senior member to approve sales orders, budgets, capital expenses, discounts, vacation time, or documents before they are processed.
In these cases, it can streamline things to create z dependable and repeatable process that automatically sends approval requests to the designated approvers. By creating a process, you can ensure a systematic approach that will prevent delays and establish uniformity across team members.
Click here to watch a video on approval processes.

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                                                                                                  • FAQs: 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, ...
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                                                                                                  • Adding an Approval Process

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                                                                                                    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 ...
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