Approving Records

Approving Records

The import feature and Web forms have an option to enable manual approval of records. When this option is enabled, records imported or gathered through web forms are not added directly to the modules. They need to be approved first for other users to access the records. Records can be approved for the Leads, Contacts, Cases or any other Custom module's records.

Availability
Permission Required
Users with Approve records permission in their profile can access this feature.



To approve records

  1. Click the [Module] Tab.
  2. In the Records page, click the Actions dropdown at the top right corner and click Approve [Module].


  3. In the [Module] Approval page, select the records for approval.
  4. Click Approve.



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