Review and approve prepared work

Approve, edit or reject what the Sales Agent and your automations prepared.

Approvals is where prepared work waits for a person. You find it in the navigation and as a tab in My Work.

What arrives in Approvals

• Emails, field changes, owner changes, stage moves and sequence enrolments the Sales Agent prepared.
• Automation steps that are set to ask a person first.

Deciding

1. Open the approval to see exactly what will happen: the email as it will be sent, or the field as it will change.
2. Edit an email, task or activity if it needs changing.
3. Select Approve & send for an email, or approve the change. Only that exact action runs.
4. Or reject it. Nothing is sent and nothing changes. For a Sales Agent draft you can also ask for a new draft.