Approval on Leads

[samiip_walia]

Dear Experts,

Does anybody information about how the approval process works for 'Leads' ?  What is the business case for usage of approval on leads ?

I could not find any documentation in the help centre or elsewhere.

All inputs will be appreciated.

Regards,

Sammip Walia

[Former Member · Accepted solution]

Hi Sammip

Approvals on Leads isn't a very typical use case, and hence isn't supported within C4C. Approvals are available for the following objects - Campaign, Opportunity, Sales Quote, Contract, Service Ticket.

You may know this already, but Leads are supported within Workflow Rules. Typical use cases here would be "Notifications" to relevant involved parties when Leads Qualification level changes, Lead owner changes etc., or automatic "Field Updates" for scenarios like Update Lead Qualification based on Lead Score related rule conditions.

Thanks

Karan

[samiip_walia · Accepted solution]

Hi Karan,

Thanks for your reply. I do agree that there is limited use of putting an apparoval process on leads.

The confusion is due to approval process option avaiable in scoping. I am not sure if this is fully functional in current product version. Also with workflow rules there is a bit of an overlap with this approval process and customers are coming back to us to understand the best practice to manage leads.

Regards,

Sammip Walia