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Approval Process

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  • Contents
  • Overview
  • Quiz
  •  

Approval Process

In any sales process, there may be stages wherein you will be required to get an approval for work such as budgets, invoices, marketing initiatives and the like, from colleagues at different levels of the organization. Automating the process of sending work for approval will help to speed things up.

 

However, companies can automate the process of sending approval requests in Zoho CRM with the help of an approval process, which is a workflow that makes it possible for companies to automate the process of sending records for approval.

 

In this video, we will show you how to configure the approval rule and automate the process of submitting records for approval.

 

What factors can you specify in an approval process?

Which records will be sent for approval

Incorrect

Sorry! You must specify who will approve the approval process.

Who will approve them

Correct

Well done! In an approval process, you can specify who will approve them.

If you create multiple rule entries in a single approval process, they should be reordered based on priority.

True

Correct

Well done! If you create multiple rule entries in a single approval process, they should be reordered based on priority.

False

Incorrect

Sorry! If you create multiple rule entries in a single approval process, they should be reordered based on priority.

If a record meets more than one rule entry, it will be submitted for approval based on:

Priority

Incorrect

Sorry! The record, in this case, will be submitted based on the first rule entry that it matches.

First rule entry that matches

Correct

Well done! The record, in this case, will be submitted based on the first rule entry that it matches.

When can a rule be executed?

When a record is created or edited

Correct

Well done! A rule can be executed when a record is created or edited.

Only created

Incorrect

Sorry! A rule can be executed when a record is created or edited.

Only edited

Incorrect

Sorry! A rule can be executed when a record is created or edited.

Which of the following happens when the approval order is sequential?

All the approvers approve a record simultaneously

Incorrect

Sorry! Only after first user approves will the second user be able to approve

Approval happens based on the sequence in which the approvers are selected

Incorrect

Sorry! Only after first user approves will the second user be able to approve

The next approver only gets the alert after the record is approved by the first approver

Correct

Well done! Only after first user approves will the second user be able to approve

Which of the following happens when the approval order is parallel?

The users approve the work one after another

Incorrect

Sorry! All the users need to approve the work simultaneously

All the users need to approve the work simultaneously

Correct

Well done! All the users need to approve the work simultaneously.

A task can be assigned to the approver.

True

Correct

Well done! A task can be assigned to the approver.

False

Incorrect

Sorry! A task can be assigned to the approver.

Field update cannot happen after the final approval.

True

Incorrect

Sorry! Field update can happen after final approval.

False

Correct

Well done! Field update can happen after the final approval.

Which of the following actions can be performed after the final approved?

Assign task only

Incorrect

Sorry! You can perform other actions too after final approval.

Email notification only

Incorrect

Sorry! You can perform other actions too after final approval.

Field update only

Incorrect

Sorry! You can perform other actions too after final approval.

Call webhook only

Incorrect

Sorry! You can perform other actions too after final approval.

Call function only

Incorrect

Sorry! You can perform other actions too after final approval.

All of the above

Correct

Well done! You can perform all the above actions after final approval.

A field cannot be updated after the record is rejected.

True

Incorrect

Sorry! A field can be updated after the record is rejected.

False

Correct

Well done! A field can be updated after the record is rejected.

An email alert can be sent upon rejection to

Requester only

Incorrect

Sorry! It can be sent to the managers and the requesters.

Requester's manager only

Incorrect

Sorry! It can be sent to the managers and the requesters.

Manager and the approvers

Correct

Well done! It can be sent to the managers and the requesters.

Different emails can be sent to the requester and the requester's manager or approver when a record is rejected.

True

Incorrect

Sorry! Different emails cannot be sent to the requester and the requester's manager or approver when a record is rejected.

False

Correct

Well done! Different emails cannot be sent to the requester and the requester's manager or approver when a record is rejected.

Approval process allows us to:

Send a personalized message upon approval and rejection

Incorrect

Sorry! This is only one of the many aspects that can be performed.

Automatically send records for approval

Incorrect

Sorry! This is only one of the many aspects that can be performed.

Set a predefined order in which the approvers can approve a record

Incorrect

Sorry! This is only one of the many aspects that can be performed.

Update fields automatically upon approval and rejection

Incorrect

Sorry! This is only one of the many aspects that can be performed.

All of the above

Correct

Well done! Approval process allows us to do all of the above.

What does a rule criteria allow you to do?

Send only those records that meet the criteria for approval

Correct

Well done! It allows you to send only those records that meet the criteria for approval

Prevent all the records from being sent for approval

Incorrect

Sorry! It allows you to send only those records that meet the criteria for approval

All the above

Incorrect

Sorry! It allows you to send only those records that meet the criteria for approval

None of the above

Incorrect

Sorry! It allows you to send only those records that meet the criteria for approval

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