We have a customer that requires a 2 step approval process.
We added a manual step to the workflow that combines a Deal property and a task.
Unfortunately I can only add a event based delay using either a quote property change or a previous workflow action - I used the "task marked as complete" as the trigger for the WF to continue to final approval.
The customer now thinks 2 clicks (changing the deal property and marking the task as complete) is too much.
Has anyone come up with another or better solution?
Senior Consultant | Periti Digital Email: firstname.lastname@example.org