Setting Approval Process | Online Help - Zoho CRM

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. Marketers planning a campaign may need the approval of the Marketing head as well as the Finance head to go ahead with the campaign. Read this tutorial to find more use cases.

In your CRM database when there are loads of decisions to be approved, it becomes a tiresome task to sort through records and send them for someone’s approval. Zoho CRM’s workflow approval process makes this easier by automating the entire approval process.

Users with the  Manage Workflow  profile permission can set up approval process by specifying criteria based on which records will be sent for approval. You can also include a set of actions that will be performed on approval and rejection.


Availability 

Permission Required
Users with Manage workflow permission in their profile can access this feature.
The Approval Tab will be displayed for all the users. 

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                                                                                            • Related Articles

                                                                                            • 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 ...
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                                                                                              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 ...
                                                                                            • FAQs: Approval Process

                                                                                              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, vacation ...
                                                                                            • 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 ...
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