Approving or rejecting approval requests

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • As an approver, you receive notifications informing you of approval requests for items such as customer quotes. Review the requests, evaluating them based on business policies, financial rules, legal rules, or other internal guidelines that your company follows. You can then approve or reject the requests.

    Approval workflow

    When a sales rep submits a request for approval, the approval engine creates one or more approval requests and routes them to the appropriate approvers. You’re responsible for reviewing only the approval steps assigned to you. As an approver, you review the following when you receive an approval request:
    • Details of the approval entity, such as quotes and their related pricing
    • The approval reason or condition that triggered the request
    • Any comments provided by the requester
    You approve or reject only the approvals that are routed to you. Approval actions taken by one approver do not grant access to approval steps assigned to other approvers. You can approve or reject requests from different channels, for example from the CSM Configurable Workspace or through email or push notifications, depending on how the approval process is configured by your approval admin.
    Hinweis:
    Review and set your notification preferences so that you receive approval notifications on your preferred channels. For more information, see Notification Preferences.

    Rejection workflow

    When you reject an approval request in Advanced Approval Management, the system updates the approval workflow based on the configured process. Rejection helps prevent the request from progressing through the remaining approval steps and indicates that changes are required.

    When rejecting an approval request, you provide a comment explaining the reason for rejection. Rejected requests are returned to the requester for further review or updates, depending on the approval configuration. The sales agent can modify the business item, such as a quote, and resubmit the request for approval.

    Delegating approvals

    If you need to be away from work for a specific time period and can't review the approval requests, you can delegate your approval responsibilities to another coworker. For more information, see Granular Delegation.