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Setting Up An Approval Process Inside Zoho CRM

In this video tutorial, we walk you through how to set up an approval process for various stages in the Deal.

Here is a breakdown of the timestamps:

  • 0:28 Use Case
  • 2:25 Layout Rules
  • 4:55 Approval Process
  • 5:55 Criteria
  • 6:12 Who Should Approve
  • 7:50 Action(s) upon Approval/Rejection
  • 9:54 Final Walk-through of the Process Created
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Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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