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 ✓ or X 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.

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