content-management content-management

Steps to Set Approval Rules in CRM

Steps to Set Approval Rules in CRM

content-management

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

content-management
content-management

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

3. On the New Approval Process page, Click on Approval hierarchy to create Approval Rules.

Steps to Create a New Activity

Steps to Create a New Activity

content-management

1. Click on the Activity Module on the left-hand side of the Marketing or Sales Application dashboard.

content-management
content-management

2. In Activities homepage, Click on New Activity.

Didn’t Find an Answer?

Get in touch with us for details on setup and additional custom services pricing

CONTACT US