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 ...
                                                                                    • 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.
                                                                                    • 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 ...
                                                                                    • Can I add a lookup field for the review process?

                                                                                      No, only the following fields can be sent for review process: Single line, Multi line, Email, Phone, Date, Date/time, Number, Currency, Decimal, Percentage, Long integer, and URL      
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