Related Articles
How will I know if a record is waiting for approval? What actions can be performed on the record?
A system generated email alert is sent to the approvers, stating that a record has been submitted and needs their approval. The approver can check the My Jobs module and check the record and then approve, delegate, or reject it. The following will ...
A few records are locked for editing and waiting for approval, the Approval Tab says “No pending approvals”. How is that?
The Approval Tab only shows records waiting for your approval. If a few records are shown as locked for editing, it might be that they are waiting for the approval of other users in your organization. The records details page has information about ...
What happens to the data if a customer doesn't respond to a consent email within a certain time period?
If the customer doesn't respond to a consent email, the data controllers can decide how long they want to wait for a response. Once it exceeds that time period, the status will be Not Responded and the data will not be processed.
How to automatically assign Leads to different users?
You can assign leads to different users automatically by configuring Assignment rules . However, you can apply assignment rules only for those leads that are generated through import, webforms, and API. Note : Assignment rule does not apply to the ...
Working with Built-in Telephony
In most businesses, a large volume of calls are made and received each day. These calls often contain information like customer pain points, expectations, or feedback that helps the organization perform better, so they are vitally important. To ...