Using Advanced Approval Management

Sales teams can use workflows for approving Sales Customer Relationship Management entities such as customer quotes. Workflows begin with approval requests submitted by sales agents, which are then routed for approval by designated approvers.

• Tracking approval status and history
  Monitor the progress of an approval request as it moves through the steps in an approval workflow.
• Submitting approval requests
  As a requester with the approval request writer role, when you submit your request for approval, you preview it, then request approval. You can also recall a request if you need to make changes or update a request if it was rejected, then resubmit it for approval.
• Add approvers to an approval request
  As a requester or an approver, add one or more ad-hoc approvers to an approval request in Advanced Approval Management.
• Working with approval requests as an approver
  As an approver, you receive notifications informing you of approval requests for items such as customer quotes. You can approve or reject the requests in the approval workflow or from the notification reminders that you receive for approval requests.