Review process

Review process

Verify information that enters your CRM system



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  1. Review Process

    • Related Articles

    • Review Process

      Why is review process required in business? It is always the best practice to analyse, and most importantly, verify the information that enters the organisation’s database. In the long run it helps in maintaining a clean database and saves a lot of ...
    • FAQs: Review Process

      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, ...
    • 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 ...
    • An introduction to process management

      Process management systems — An Overview Every business organization formulates strategic goals for themselves in order to serve their customers and maximize their revenue. In order to meet these goals, multiple divisions and departments are ...
    • Managing Process

      Understanding Approval Process Sometimes, for a process to take place, you need approval from people at higher levels in an organization. This type of formal approval requires input from multiple roles. The approval processes created in the web ...