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Creating Approval Templates for Leads

Perform the following procedure to create an approval template for a lead.

To allow users to select the appropriate templates from the Leads screen, you must select values for the following fields: Lead Type, Territory, Priority, Start Date, and Status when you create a lead approval template. If users need the template immediately, then make sure you set the Status field to Active and the Start Date field to the default creation time.

The selection of templates that users see depends on the values in the lead record for Lead Type, Territory, and Lead Priority. For example, a user who creates a lead record with the values of Investigative (Lead Type), New York (Territory), and Immediate (Lead Priority), can select only an approval template with the same values.

This task is a step in Process of Setting Up Approval Templates.

To create an approval template for leads

1. Navigate to the Administration - Case screen, then the Lead Approval Template view.
2. Create a new record, and complete the fields as appropriate.

   For more information about the fields in this view, see Creating Approval Templates for Investigative Cases.

3. Drill down on the Name field, and click the Approvers view tab.
4. Create a new record for each user in the chain of approval.

   The Sequence Number field determines the order in which the lead is routed to each user.

   When users select an approval template for a lead and then submit the lead for approval, the lead is routed automatically to the inbox of the first approver in the chain of approval. For more information, see Submitting Leads for Approval and Approving Cases in the Inbox.