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Approval Process


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

Former Member


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.



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