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Approval Process for Sales Phases

Mar 28, 2017 at 04:23 AM

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Former Member

Hi guys,

So here is my concern.

I was able to make an approval process wherein inside the Sales Phase in Opportunities, if a sales person changes the sales phase from E to D, D to C and so on, it will REQUIRE approval from her managers that she's indeed changing it from phase to phase

My problem is, what happens after is that once the manager approves the E to D (Since this is the first one), it doesn't require approval from D to C and so on anymore. The approval status is set at "Approved" already and it doesn't require the sales person to get another approval to the next status which is D to C.

How can I fix this problem? I want everything after D to require an approval.

Here are the screenshots to help you.

Manager 1 Approvals:

Manager 2 Approvals:

approval-1.jpg (66.6 kB)
approval-2.jpg (84.0 kB)
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1 Answer

Saurabh Kabra
Mar 28, 2017 at 05:30 AM
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Hi,

If your Approval is 2 steps approval then why in First Approval 'Work Distribution' is marked as Direct Approvers. It Should be Level 1 Approver or the one which you have created from PDI for Level 1.

Right now as both the approvers have been assigned the smae work distribution. Hence the level 1 is also able to approve the Quote.

Thanks

Saurabh


approvalprocess.png (232.7 kB)
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Former Member

Hello,

I don't see any "Level 1 Approver" here. What option do I click?

Regards,

Nico

3.jpg (73.5 kB)
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