Approval processes allow organizations to streamline the approval of various business activities across Zoho CRM.
For example, an organization may need a senior member to approve sales orders, budgets, capital expenses, discounts, vacation time, leaves or documents before they are processed.
There may be other 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. Marketers planning a campaign may need the approval of the Marketing head as well as the Finance head to go ahead with the campaign. In these such cases, Approval process comes handy as 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 your team members.
What is the order in which the approval processes are arranged by default?
The approval processes are arranged in a chronological order with the first process created, on the top of the list. All the approval processes are arranged in the order they were created in your CRM account.
Who can be made an approver for approvals?
Any CRM user can be made an approver. The approval process doesn't depend upon the type of profile user is having. These users can be selected from any role, profile, group, level, manager or the record owner. The levels available for selection depends on the number of levels defined in the organization's role hierarchy. You can select how many levels in the hierarchy above the record owner, the approval request should be sent to. Besides this, all CRM users who have Administrator privileges will be able to view records under "My Jobs" and approve or reject them by default.
You can add user/s as an approver while creating approval process as well. Having said that you can also enable the profile permission for the user to be an approver.
To enable profile permission for Approval process:
Go to Setup > Security Control > Profiles.
Click on the profile from the list of profiles.
In Profile page, go to Setup Permissions > Automation > Approval.
Toggle it on.
Tip:
Before configuring the approval process, it is best to verify the profile permission of the users who you want to set as approvers.
By default, you can not change the permissions for pre defined profiles, Standard and Administrator.
Can a user who doesn't have access to the record approve it?
Yes, A user not having access to the record is able to approve it, if he has been made an approver for that rule.
A user with administrator profile can approve the records in "My Jobs" even if it has not been assigned to him. You can click "View records that are awaiting approval by other users" and approve it.
Where can I find the records that are awaiting approval?
Records that are awaiting approval can be viewed on the Approval tab of the My Jobs module. You can approve or reject the records from here. As an approver, you can also reject or delegate the record approval to another user.
Note: A record can only be converted, edited, or deleted once it has been approved.
If you are a CRM Administrator, you will also be able to view records that belong to other approvers.
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.
Install the PageSense code snippet on your site in a matter of minutes and start collecting in-depth data about the website visitors to grow your business.
Set up goals in PageSense to measure every single action performed by visitors on your website like button or link clicks, form submissions, and page engagements.
Create funnels in PageSense to quickly see which pages visitors use to enter your website, where they navigate to next, and which pages they decide to leave without converting.
Visualize your visitor's behavior with color codes
Set up heatmaps in PageSense to see where users have clicked more, how far they've scrolled, and on which parts of a page they've spent the most time using color-coded patterns in reports.
Use form analytics in PageSense to see how people interact with different fields in your form, whether they complete the form successfully or not, and where exactly they drop out on your form.
Use session recordings in PageSense to watch a video of all the visitor actions performed on your website including the pages they navigate, the buttons they click, the UX issues they face, and more.
Run A/B or Split URL tests in PageSense to figure out which version of your web page works best for your business and results in the best conversion rate.
Use personalization in PageSense to deliver customized versions of your website for every individual customer based on their demographics, local weather, browsing history, and more.
Run polls on your website using PageSense to understand what your customers think about your products/services and what needs improvement on your site.
Use web push notifications in PageSense to schedule and notify your customers about an upcoming flash sale, product releases, promotional coupons, and a lot more that can spark conversions on your website.
Use pop-ups in PageSense to instantly grab the attention of visitors by showing attractive signup offers, coupon code discounts, or email newsletters that can eventually convert them into subscribers.
Use PageSense's advanced features like creating mutually exclusive groups, enabling cross-domain tracking, configuring customized project JS, and more to get deeper insights about your website.
Download the PageSense extension app available for your web browser with a few clicks and start collecting all of your required website metrics in real time.
Discover your favorite integrations with PageSense
Get a deeper look at your website's data by seamlessly integrating PageSense with a host of popular third-party apps like Google Analytics, Mixpanel, Intercom, and more.
What is an approval process? Approval processes allow organizations to streamline the approval of various business activities across Zoho CRM. For example, an organization may need a senior member to approve sales orders, budgets, capital expenses, ...
There may be several instances in your business when certain actions need 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. ...
Each approval process is associated with a rule that defines the process. By specifying such a rule, you can ensure that any record meeting the rule's criteria will automatically be submitted for approval. Automatic approval submissions reduce the ...
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 ...
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, ...