Approval processes
If you require a chain of steps that need to be followed in order to get a specific record approved, then approvals can take this automation a step further. Businesses sometimes need some departments or people to review the data of a specific record for compliance reasons.
For example, you let sales representatives create and negotiate opportunities with products and customer negotiated prices and/or discounts, but you want a sales manager to first review and approve the final prizes before a quote gets sent out to the customer. Or you could have an internal process for employees to submit holidays, leave requests, or expense notes, and have them first approved by their line manager before those are assigned to HR for ...
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