Deal Approval Profile
The Deal Approval Profile screen allows you to define the approval hierarchy levels with the required limits and rights for approving a deal. This profile is then associated to the deal type to specify whether it will be used for product level, division level, or deal level approval. It also allows you to edit, copy, and delete a deal approval profile. It contains the following zones:
Related Topics
For more information on... | See... |
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How to define a deal approval profile | Defining a Deal Approval Profile |
How to define an approval level in the approval hierarchy | Defining an Approval Level in the Approval Hierarchy |
How to view the details of a deal approval profile | Viewing the Deal Approval Profile Details |
How to edit a deal approval profile | Editing a Deal Approval Profile |
How to copy a deal approval profile | Copying a Deal Approval Profile |
How to delete a deal approval profile | Deleting a Deal Approval Profile |
Parent topic: Deal Pricing Management