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ArletteBloks

Dependencies in Approval of Deals

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. 

1 Comentário
DWhittington1
Participante | Parceiro Ouro

Yes we need this functionality.


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.