Approval History gives you a list of records that were submitted for approval.
To view the Approval History
Since the Approval History could get exhaustive over a period of time, it could be quite tiresome to sift through the entries if you are looking for a few specific details. For example, if you wish to see only the records submitted for approval by a particular user or a list of records submitted for approval in the last 7 days, it could be difficult to find those specific entries among a huge list. In such a case, you can use the Filter options offered to you and narrow down on the record(s) you are looking for.
To filter the records in the Approval History page
For example, if you wanted to view all the records submitted for approval by a specific user in the Leads module in the last 7 days
The Approval History will be displayed according to the above filters
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
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.
Write to us: email@example.com
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.
Make the most of Zoho CRM with these useful tips.