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

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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