Siebel Public Sector Guide > Managing Investigative Cases > Process of Managing Lead Information >

Submitting Leads for Approval

When you select an approval template for a lead record, the Approvers view is populated with the list of approvers on the approval template. After this view is populated with the list of approvers, you can submit the lead for approval. Approvals are routed according to the sequence number for each approver. For more information, see Creating Approval Templates for Leads.

After you submit a lead for approval, the lead is routed to the inbox of the first approver in the chain of approval. After that approver approves the lead, the lead is routed to the next approver in the chain, and so on. For more information, see Approving Cases in the Inbox.

This task is a step in Process of Managing Lead Information.

To submit a lead for approval

1. Navigate to the Leads screen, then the Lead List view.
2. Drill down on the Lead Name field of the lead record.
3. In the More Info view, select a lead approval template from the Approval Template field.

   NOTE:  If you do not see the template that you need in the Select Template dialog box, then make sure that the Lead Type, Territory, and Lead Priority values are correct. The correct templates appear when these values match the values in the template record.

4. Click Submit.

   The Status field of the lead record changes to Submitted, the fields become read-only, and the lead record is routed to the first individual in the chain of approval.

5. To recall a lead submitted for approval, click Recall.

   The lead record is removed from the approver's inbox.

   You can recall leads that you submit for approval before approvers start reviewing the lead records in their inboxes.