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Sales Phase Approval

Mar 29, 2017 at 07:44 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. What I WANT is each time I change the sales phase down to B, the approval status will always be "Not Started" and will only turn to "Approve" once I get the approval for Sales Phase A.

How can I fix this problem?



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1 Answer

Preethi Bukke
Sep 30, 2017 at 08:08 AM


Probably I have misunderstood, but hasn't using multistep approval process solved your issue?

Best Regards


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