Approving a Deal

Procedure

To approve a deal:

  1. 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.
  2. 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.
  3. Click the Approve Deal button in the Deal Information zone.
    A message appears confirming the deal is approved successfully.
  4. 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...
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