Approval Process: an Overview
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. 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 Automation profile permission can set up the 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.
Related Articles
Adding an Approval Process
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 ...FAQs: Approval Process
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, ...Associating Actions for Approval or Rejection
With each approval process, you can associate some actions such as adding a task, updating fields, sending email alerts, calling webhooks, etc. that will be executed on approval or rejection of a record. When you set multiple stages of approval that ...Blueprint: Sample Process Flow
Sample Process Flows In the following slide deck, you will find sample process flows for business from various sectors such as Education, Real Estate, Insurance, Banking and Finance. These are generic process flows meant to give you the perspective ...Blueprint - An Overview
Right from the moment you capture a lead in your CRM system up until deal closure and beyond, your organization may have several sales processes in place. For instance, leads generation and follow-up, deals closure and order management. Each of these ...
How to's Videos
