Hi All,
We are recently working on a migration to CSM/FSM Workspace for our Sales & Operations.
Topic: Approvals for Quotes under the Opportunities.
After creating a quote by a Sales Rep role user, we have observed that Sales Reps are able to navigate and change stage on quote as below:
Draft
In-Review
Send for Approval
Approved
Rejected
Accepted
Completed etc.
My question here is, can SN CSF/FSM workspace configurations (OOTB) not restrict Sales Rep from moving stages into Approved without any specific approvals provided by Managers.
Keep in mind, the approval process is configured in system, where in Sales Rep can send the quote for approvals to their respective managers but they an also by-pass the entire approval process but selecting Approved state by themselves.
