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How do I process an approval for a lead?

Friday July 19, 2024-0 min read

To process an approval for a lead:

  1. Go to the Approvals tab in the lead’s details flyout.
  2. Click the + button next to the search bar to create an approval request.
  3. Select the approvers who need to approve the lead request.
  4. 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.


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