Approval Process: an Overview

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. 

SEE ALSO
    • 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 ...
    • Process Management - An Overview

      Business processes are a series of activities performed by a group of users to achieve a specific goal. Whether it's a small startup or a large corporate firm, most organizations have countless processes running every day that aids in streamlining ...
    • 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 ...
    • Process management solutions working together — A perspective

      Overview Process management solutions in Zoho CRM could be broadly categorized under two divisions — Business Process Management and Customer Experience Management. While BPM solves the need for streamlining internal processes, CEM addresses 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, ...