Using Approval Framework to Preview and Approve Deals

In Approval Framework, approvals are triggered in two stages:

  1. Deals are routed for preview, or preapproval, to dealing managers.

  2. Preapproved deals are then routed for review to supervisors for approval.

The following diagram illustrates the Approval Framework process for previewing and approving deals:

Approval Framework process used to preview and approve deals

Approval Framework process used to preview and approve deals