CRM Software India CRM Software India

Steps to Set Approval Rules in CRM

Steps to Set Approval Rules in CRM

CRM Software India

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

CRM Software India
CRM Software India

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

CRM Software India

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

CRM Software India
CRM Software India

2. In Activities homepage, Click on New Activity.

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