Approving a Deal
Procedure
To approve a deal:
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Search for the deal in the Search Deal zone of the Deal Dashboard screen.
Tip: You can also click the link in the Deal Information column for the deal that is assigned to you for an approval in the Deal To Do zone.
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In the Search Results section, click
the link in the Deal Information column corresponding
to the deal that you want to approve.
The Deal Information screen appears.
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Click the Approve Deal button in
the Deal Information zone.
A message appears confirming the deal is approved successfully.
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Click OK.
The deal is approved.Note:
A deal can be approved only when it is in the Pending For Approval or Simulated status.
A user can approve a deal when the Approve Deal field is set to Yes for the user in the Approval Hierarchy section of the Deal Approval Profile zone.
Related Topics
For more information on... | See... |
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How to search for a deal | Searching for a Deal |
Deal Dashboard screen | Deal Dashboard |
Search Deal zone | Search Deal |
Simulation Details zone | Simulation Details |
Deal Information screen | Deal Information |
Deal Information zone | Deal Information |
Deal Approval Profile zone | Deal Approval Profile |
Deal Approval Profile screen | Deal Approval Profile |