American Video Game Company
CRM Sales Admin creates new workflow to support new business process with document signing confgured.
Workflow Manager Portal Workflow Type, Cloned From, Approval Required, Document Routing wf_order, wf_default_order, True, Enabled
With Approval set to True and Document Routing enabled, the CRM Sales Admin configures the department routing order and persons who either need to approve or just be notified.
Document Routing and Approvals Dept 1 (approvers, A/N), Dept 2 (approvers, A/N), dept_sales(emp_sales1, A, emp_sales2, N), dept_account(emp_account1, A, emp_account2, N)
Save and Publish Workflow Workflow Name, Access Type, Auditing wf_name, Restricted(grp_sales), Enabled
CRM Sales Admin provides a name for the new workflow, restricts edit permissions to the Sale group and enables auditing for the workflow.
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