Approving requests for changes to opportunities

You can approve requests for changes to opportunities only if your business administrators has made you an approver.

Prior to approvers being able to approve a request, a user must have submitted the request for approval. After the user submits the request, the approval steps are assigned to the appropriate approvers and the approvers are notified about the request. Approvers can also see the approval tasks in their My Approval Tasks tab on the Schedule workspace.

If the business administrator has configured a business process template to support notification actions with quick responses, approvers with the appropriate privileges can use the Approve or Reject quick responses in notifications to respond to approval requests. They can also approve a request from the Opportunities workspace using the following procedure:

Navigate to the Opportunities workspace and select the required opportunity.
From the Business Processes tab, in the Steps subtab for the approval request form on the Opportunities workspace, double-click on the relevant approval step. The Approval Properties dialog opens.
Info

You can also click the Action button for the approval step and select the Dock To Review link to open the form in a new workspace.
Select Completed in the Status drop-down and Approved in the Outcome drop-down.
You can add comments to the Notes field.
Click OK to approve the request.
The Approval Properties dialog closes.

The request is approved and the approver requestor is notified.

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