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

Reviewing Approvers for Leads

Leads sometimes require approval from several people in an organization. In the Lead Approval Template view of the Administration - Case screen, administrators can set up the approval templates that users can select. Each template includes a predefined list of approvers. For more information, see Creating Approval Templates for Leads.

When you select an approval template for a lead record, the Approvers view is populated with the list of approvers on the approval template. The approver list is read-only. Users cannot edit, delete, and add records to maintain the integrity of the approval process. If the lead owner's position is in the approval template, then the lead owner's position is not populated in the approver list. You cannot approve your own lead.

The Sequence Number field in this view 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.

The Approval Status field in this view contains no data before anyone approves or rejects the lead. After approval or rejection, this field is automatically set to Approved or Rejected. If you resubmit a rejected lead, then the Approval Status field is cleared.

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

To view an approver list for a lead

1. Navigate to the Leads screen, then the Lead List view.
2. Drill down on the Lead Name field of the lead record.
3. Navigate to the Approvers view.

   The approver list for the lead appears.