Viewing the Approval Workflow Details of a Deal

Procedure

To view the approval workflow details of a deal:

  1. Search for the deal whose approval workflow details you want to view in the Search Deal zone of the Deal Dashboard screen.
  2. In the Search Results section, click the View Approval Workflow (The View Approval Workflow Icon ) icon in the View Approval Workflow column corresponding to the deal whose approval workflow details you want to view.
    The Deal Approval Workflow screen appears.
  3. View the approval workflow details of the deal in the Deal Approval Workflow screen.
    Note: You cannot view the approval workflow status of a deal which is in the Draft, Pending Simulation, Simulation Deferred, Simulated, Hierarchy Creation Deferred, or Discarded status.

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 Approval Workflow screen Deal Approval Workflow