Review process

Review process

Verify information that enters your CRM system



Help guide:
  1. Review Process

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                                                                                          • Related Articles

                                                                                          • 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 ...
                                                                                          • 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 ...
                                                                                          • FAQs on Review Process

                                                                                            1. 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, ...
                                                                                          • FAQs on Approval process

                                                                                            1. 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, ...
                                                                                          • Approval Process: an Overview

                                                                                            There may be several instances in your business when certain actions need an 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. ...
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