Approval Tab | Online Help - Zoho CRM

Approving or Rejecting from the Approval Tab

Records that are lined for approval can be viewed in the My Jobs tab.

From this tab, you can approve or reject the records that are waiting for your approval. If needed, you can also delegate the record's approval to another user. Only after the approval, you can convert, edit or delete the record.

Users with Administrator profile can view all the records that are waiting for approval in the organization. Administrator can also approve or reject the records as and when required.

To approve/reject from the Approvals tab
  1. Click the  Approvals  tab.
    You will be able to see the list of records that are waiting for your approval.

  2. Click on a record to view the following details:
    • Details of the record - You can view the details of the user who owns the record that is waiting for approval, the criteria based on which the record was sent for approval and the users who need to approve.

    • History of the user's requests - This section provides the history of all the approval requests for records owned by a user.

  3. Click the  Approve, Delegate  or  Reject  link.
    • If you click on the Approve link, specify any comments for approval and click Approve.
    • If you click on the Reject link, specify any comments for rejecting and click Reject.
    • If you click on the Delegate link, select a user to whom you want to transfer the record for approval and click Delegate.

Resubmission of records

Upon rejection, a record can be submitted for re-approval within 60 days of rejection by clicking the Resubmit option from the records detail page. 

Once resubmitted, the record will be checked for a match of approval criteria across the available approval processes in the following order:
  • First, the system will check if the record matches the criteria of the process from which it was originally rejected. If the criteria matches, then it will be locked for approval. 

  • If it fails to match the original approval criteria, then we will run for a match across all the approval process that has been configured. If the match fails, then the record will not be considered for approval and will be unlocked (from the approval process) and moved into the system.  

  • It is possible that the user who needs to approval a record does not have access to the record. In such cases too, the users will be able to approve the record.
  • The tab will also list the last 5 approvals or rejections under the Recent Activities section.
  • There is no set time frame within which the users need to approve/reject the record.

    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
      Redefine the way you work
      with Zoho Workplace

        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

            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide

                      Still can't find what you're looking for?

                      Write to us:



                        Zoho Marketing Automation

                          Zoho Sheet Resources


                              Zoho Forms Resources

                                Secure your business
                                communication with Zoho Mail

                                Mail on the move with
                                Zoho Mail mobile application

                                  Stay on top of your schedule
                                  at all times

                                  Carry your calendar with you
                                  Anytime, anywhere

                                        Zoho Sign Resources

                                          Sign, Paperless!

                                          Sign and send business documents on the go!

                                          Get Started Now

                                              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

                                                                                    • 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. ...
                                                                                    • Adding an Approval Process

                                                                                      Each approval process is associated to a rule that defines the process. You need to specify the rule criteria, the approval authority and also actions that need to be carried out on approval or rejection. Create approval processes for purchase ...
                                                                                    • 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, ...
                                                                                    • Reorder Approval Processes and Process Rules

                                                                                      When there are multiple approval processes for a module, the system checks if a record matches the criteria in an approval process in the same order in which it is listed. By default, the approval processes are listed in a chronological order with ...
                                                                                    • 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 ...
                                                                                    Wherever you are is as good as
                                                                                    your workplace



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


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


                                                                                      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