FAQs in this section
How do I set up an Approval?
How do I reject an approval request in Vtiger CRM?
Can a rejected approval request be resubmitted?
What is the relation between Approval status and the watermark on the document?
Can I edit the approval record whose status is Waiting for approval?
Can I add a group for an approver?
Why does my PDF document show a Not Approved watermark, and why am I unable to print it?
How many approvers can be set up for an approval rule?
How does an Approval process work in Vtiger CRM?
How do I approve or reject a record?
What does the Auto Canceled status mean in an approval record?
What is the feature availability of Approvals?
Can I cancel an approval request after sending it?
What is an Approval?
What are the different approval statuses for an approval record?
What is the Approval Status field in a related record in Vtiger CRM?
Can I configure Approvals for the Inbox module?
How do I delete an approval in Vtiger CRM?

How do I submit Approval?

When a sales/marketing representative creates a record with at least one matching Approval process, they are prompted to send the record for Approval from the approvers set in the process.

Follow the steps below to submit an Approval:
  1. Set-up an Approval. 
  2. Create a record that matches the entry criteria of that Approval.
  3. Enter the necessary details and click Save.
  4. You can add a note of the approvers in the needs Approval window.
  5. Click Submit button.
Note: The record sent for approval is locked.
To know more about Approvals, click here.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center Contact Us
© Copyright 2025 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube