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Approval Process

Hello!

I am trying to set up an Approval Process for Leads. The Lead is created by a Marketing Manager, then it should be sent for approval to a Sales Manager. The problem is there are two Sales Managers. And I don't know how to send the Lead for Approval to different Manager every time. I am not supposed to differentiate between any fields from the Lead itself. The company want to decide on the spot which sales manager should take care of the Lead each time.

I hope you any ideas about this. And thank you before hand for your answers.

Best regards,

Nadezda Rukavishnikova

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Former Member
replied

Hi,

You can create an Approval ProcessI(Under Administration) and create conditions for the Approval, but I think deciding which approver the document should go is not available. Please post this in the Idea forum.

Regards,

Bejoy

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