How do you approve or reject the records submitted for review | CRM FAQs

How do you approve or reject the records submitted for review?

All the records awaiting review will be listed in the My Jobs module.
  1. Go to the My Jobs module.
  2. Select Review Process from the dropdown list.
  3. You will see the list of records waiting for review
  4. Click on the records and approve or reject the fields.

    Zoho DataPrep Personalized Demo

    If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

    Zoho CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now





              Zoho CRM Training Programs

              Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

              Zoho CRM Training

                Zoho SalesIQ Resources



                    Zoho TeamInbox Resources




                              Zoho DataPrep Resources

                                Zoho DataPrep Demo

                                Get a personalized demo or POC

                                REGISTER NOW


                                  Design. Discuss. Deliver.

                                  Create visually engaging stories with Zoho Show.

                                  Get Started Now











                                                        • Related Articles

                                                        • Review Process

                                                          Why is review process required in business? It is always the best practice to analyse, and most importantly, verify the information that enters the organisation’s database. In the long run it helps in maintaining a clean database and saves a lot of ...
                                                        • How does the review process work?

                                                          Records will go through review based on your system configuration as soon as they are created or enter the CRM system automatically through a web form, portal, API, integration, or import. 1. The records will only enter the process if they satisfy ...
                                                        • 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 ...
                                                        • What is the purpose of a review process?

                                                          A review process allows you to check and validate the values of a field before the record enters the CRM system. For example, responses entered for fields such as qualification, eligibility criteria, GPA, or product quantity can be validated and ...
                                                        • How do I trigger review process for records created via APIs?

                                                          You must pass "process":["review_process"] to trigger the review process when records are created via V2 API.

                                                        Resources

                                                        Videos

                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                        eBooks

                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                        Webinars

                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                        CRM Tips

                                                        Make the most of Zoho CRM with these useful tips.



                                                          Zoho Show Resources