Submitting a Deal for an Approval

Procedure

To submit a deal for an approval:

  1. Search for the deal in the Search Deal zone of the Deal Dashboard screen.
  2. 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.
  3. 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.
  4. 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...
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