CRM Help

Approving Records

The import feature and Web forms have an option to enable manual approval of records. When this option is enabled, records imported or gathered through web forms are not added directly to the modules. They need to be approved first for other users to access the records. Records can be approved for the Leads, Contacts, Cases or any other Custom module'srecords.


Profile Permission Required: Users with the Approve Records permission can access this feature.

To approve records

  1. Click the Leads Tab.
  2. In the [Module] Home page, under [Module] Tools section, click the Approve [Module] link.
  3. In the [Module] Approval page, select the records for approval.
  4. Click Approve.

Related Topics

Web Forms | Auto Response Rules | Assignment Rules


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