How do I approve or reject a record?

An approver can approve or reject a record in the following ways:

• From an Email: When an approval record is sent, you (as an approver) will receive the notification in your email. You can directly approve or reject the record from the email notification.
•  From Actions: You will also receive a notification when a record is submitted for approval in the CRM under the Actions module.
• From a Related Record: You can approve the record from the related record by clicking the Approve or Reject buttons.
• From Approval record’s List View:
  • You can approve or reject a record in the List View of Approvals module. All you have to do is hover over an approval record and click the click the approve or reject icons
• From Approval record’s Summary View:
  • You can also approve a record in the Summary View. You can find the Approve and Reject buttons when you open a particular approval record that has been submitted.