Related Articles
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 ...
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 ...
How is the approval process different from the review process?
In an approval process, the entire record is sent for approval and the approver must check every field and attachment before approving or rejecting the record. In a review process, on the other hand, you can mark the fields that the reviewers must ...
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 ...
FAQs on Approval process
1. What is an approval process? Approval processes allow organizations to automate the approval of various business activities. For example, an organization may need a senior member to approve sales orders, budgets, capital expenses, discounts, ...