Customer Approvals
Customer Approvals Using this module user request for approval to approver for Customer creation.
Key Features of Customer Approvals
- Generate Customer approval request.
- Easy to Create Customer Approval Request.
- Approver approves the customer approval request then new Customer is visible.
Set approvers in customer approval types
- Go to Approvals > Configuration > Approval Types
Create Customer
- Go to Contacts > Create Contact
Enter Details of Customer
- Enter customer name, type, contact and email.
- Click on Submit button to submit the approval request.
See the Approval Request
- You can see the Approval request of all the type.
Approve request
- Click on Approve button to approve the request.
Customer Approval Configuration
- Configuation > Approval Types > Customer
- You can deactivate/activate the customer approval.
- Deactive the customer approval flow.
- Create Customer directly without creating Customer approval
- Activate the Customer approval flow
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product Approvals
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Optimized code.
Our Services
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