+ Start a Discussion
Anna VlasovaAnna 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
Best Answer chosen by Anna Vlasova
viruSviruS
You can use custom object before creating the opportunity. and setup an approval process on dummy custom object record when it gets approved create new opporutnity.  

All Answers

viruSviruS
You can use custom object before creating the opportunity. and setup an approval process on dummy custom object record when it gets approved create new opporutnity.  
This was selected as the best answer
Anna VlasovaAnna Vlasova
ha, thanks a million for your suggestion! I'll definitely try to implement it that way.