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Anna Vlasova
Approval Process - New Opportunity
Hi guys,
I'm trying to set up an approval process on new opportunities. The ideal scenario is: after the user fills out all the required information and clicks "Save" button - it'll go straight to the manager for his approval (email notification) and, most importantly, the record isn't created at this stage but only after it's approved.
At the moment we have a process that just locks the record.
I'm just wondering if anybody had the same issue and can provide some suggestions?
Thanks,
Anna
I'm trying to set up an approval process on new opportunities. The ideal scenario is: after the user fills out all the required information and clicks "Save" button - it'll go straight to the manager for his approval (email notification) and, most importantly, the record isn't created at this stage but only after it's approved.
At the moment we have a process that just locks the record.
I'm just wondering if anybody had the same issue and can provide some suggestions?
Thanks,
Anna
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