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 

1. Navigate to the Administration - Application screen, then the Approval Admin view, and then click Query.

2. In the Approval Item field, enter Deal Registration Approval, and click Go.

3. 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.

4. 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.