Approval in deals is a great new feature that allows managers to make sure quotes/contracts that are being sent out are correct. However, it is missing the option to add dependencies such as: discount, amount, etc.
e.g. If a deal has a discount, only then I want the deal to go to the approval stage.
If there is no discount, no approval is necessary and the sales team should be able to execute the other steps themselves.
An example is if a report is required for the project within the deal process it should require approval. If no report is needed it should go straight to complete and skip the approval stage.
Having filters within the Approval Stage setup should be easy enough where if X=Y etc, allow skipping of approval.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
