Submitting a Deal for an Approval
Procedure
To submit a deal for an approval:
- Search for the deal in the Search Deal zone of the Deal Dashboard screen.
-
In the Search Results section, click
the link in the Deal Information column corresponding
to the deal that you want to send for an approval.
The Deal Information screen appears.
-
Click the Send Deal for Approval button in the Deal Information zone.
A message appears confirming that the deal is successfully submitted for approval to the next approval level.
-
Click OK.
The deal is submitted for an approval.Note:
A deal can be submitted for an approval only when it is in the Simulated status.
Only the creator (i.e. the relationship manager) can submit a deal for an approval.
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 |
Deal Information screen | Deal Information |
Deal Information zone | Deal Information |