Once lead qualifiied , approval process

Hi All,

Can anybody help me, when ever lead is qualified need to get approved by manager, tell me what are the steps, flow required to perform this task.

Thnaks in Adv..

Mahesh

January 5, 2011
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kyle.t
It depends on the business flow. My initial thought would be to use two record types: 1. New Lead 2. Approved lead.

The new lead record type is associated with a page layout without the convert button.
The Approved lead recored type is associated with a page layout WITH the convert button.

the approval process would allow the user to submit a lead to a manager. in the final approval step of your approval process, unlock the record and update the record type to Approved Lead (and maybe send an email alert that the lead is approved for conversion).

When the user goes back to the lead there will be a convert button for them to click.

January 6, 2011
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