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How do I submit Approval?

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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.
  6. The record sent for approval is locked.
To know more about Approvals, click here.
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