Siebel Partner Relationship Management Administration Guide > Working with Deal Registrations >
Setting Up the Deal Registration Approval Flow
Setting up the deal registration approval flow involves defining a list of users who are required to approve the deal registration, and defining whether the approval is parallel or sequential. To set up the deal registration approval flow
- Navigate to the Administration - Application screen, then the Approval Admin view, and then click Query.
- In the Approval Item field, enter Deal Registration Approval, and click Go.
- In the Approval Flow Type field, do one of the following:
- Select Parallel only if one user is required to approve a deal registration.
- Select Sequential if deal registration must be approved by multiple users.
- In the Approval Stage subview, set the Approval Type, and define the list of users or positions that are required to approve deal registrations. Optionally, set the sequence of approvers.
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