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Approval Process in CRM

Every business has certain activities that require approval based on hierarchies. For example, if marketing executive wants to run a campaign, he/she requires an approval from the marketing head and financial head.

CentraHub CRM provides you with smooth and automated approval processes to speed up operations.

Steps to Reach the Approval Process in CentraHub CRM

Steps to Reach the Approval Process in CentraHub CRM

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1.Open the CentraHub CRM settings. Type ‘Approval’ in the search box.

(Here you could see different approval process for each application.)

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2. Click on the Approval Process from the primary drop-down list of the application. (The primary drop-down list consists of Sales & Marketing, Services and Telemarketing)

(Note: Following are the steps for the Approval process of the service desk. The same procedure could be repeated for every application’s approval processes.)

Steps to Create an Approval Process for the Service Application

Steps to Create an Approval Process for the Service Application

1.Click on the Approval Process from the drop-down list of the service application.

2.Click on New Approval Process on the approval process list page.

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3. Enter the relevant details on the New approval process page.

Field Specification of the Approval Process

1. Approval Fields:The information related to the Approval Process.

Name

Enter the name of the Approval Process.

Module

Select the module for which Approval is needed from the drop-down list.

Applies to

Select the process for which Approval Process would be applied.

Location

From the drop-down list select the location for the Approval.

Is active

Click on the button for the Approval Process needs to be active.

Select the checkbox for reset authorization on edit.

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On the Add level page, do the following process.

2. Approval Hierarchy: To set up the approval hierarchy.

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Click on Start. Add level window opens.

User:

Approval criteria

Select the approval criteria from the drop-down list.

Type of user

Select the type of user.( users, roles, hierarchy or level)

Select the user from the available list to the selected list using arrows.

Authorize on update

Click on the checkbox for the updates.

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Action: Here you have different actions like on received, on approval, on rejection or request more info.

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Actions

Click on the checkbox for the kind of notifications to be received.

Type of user

Select the user type from the drop-down list. And move the selected users from the available list to the selected list.

Others

Here you can enter the email and SMS field.

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Escalation Level: To set the escalation for the Approval Process.

Time limit

Set the time limit for the escalation.

Approval Type

From the drop-down list select the Approval Type.(Send Alert to the user, Auto approve or Auto reject)

Type user

Select the user type from the drop-down list. And move the selected users from the available list to the selected list.

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3. Approval filter: Set the conditional filter for the Approval Process.

4. Click Finish.

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