Can a record that is approved enter an approval process again?

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• 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 ...

• Can I set an approval process based on a pipeline?

  Yes, you can set an approval process based on the pipeline so that the sales agents can only perform actions if the deal is approved. Approval processes can be triggered on creation or edit of record. For example, based on pipeline a deal can be sent ...

• 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 ...

• Initiate an approval request when the loan applicant has a low credit score

  Edition: Enterprise | Industry: Banking and Loan | Feature: Approval Process  Scenario Noah Parker is a loan officer at a Boston-based finance firm that specializes in providing financial assistance to SMBs, individuals, and retailers. He receives ...

• 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 ...