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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