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How do I process an approval for a lead?
Friday July 19, 2024-0 min readTo process an approval for a lead:
- Go to the Approvals tab in the lead’s details flyout.
- Click the + button next to the search bar to create an approval request.
- Select the approvers who need to approve the lead request.
- Submit the approval request for processing.
Note: If you are an approver and receive a notification requesting your approval, click on the notification. It will take you the section in Leads where you can approve or deny the request.
Last Modified by Ahrin Meguerian on July 19, 2024 1:56 pm