CRM Help

Approving Records

Availability

Profile Permission Required: Users with the Administrator profile can access this feature.

Approve Leads Captured through Website

By default, leads captured through a Website are assigned to one of the Administrators who can update the data with additional information and assign it to the corresponding sales person in your organization. This will allow your sales team to focus on high priority leads, (leads that contain correct contact information, and interest in your offering).

To approve leads from Website

  1. Click the Leads Tab.
  2. In the Leads Home page, under Lead Tools section, click the Approve Leads link.
  3. In the Lead Approval page, select the leads for approval.
  4. Click Approve.

Approve Contacts Captured through Website

By default, contacts captured through a Website are assigned to one of the Administrators who can update the data with additional information and assign it to the corresponding sales person in your organization.

To approve contacts from Website

  1. Click the Contacts tab.
  2. In the Contacts Home page, under Contact Tools section, click the Approve Contacts link.
  3. In the Contact Approval page, select the contacts for approval.
  4. Click Approve.

Approve Cases Captured through Website

By default, cases captured through a Website are assigned to one of the Customer Support Administrators who can update the cases with additional information and assign it to the corresponding Support Agent in your organization. This will allow your Support Agents to focus on the cases assigned to them.

To approve cases from Website

  1. Click the Cases tab.
  2. In the Cases Home page, under Case Tools section, click the Approve Cases link.
  3. In the Case Approval page, select the cases for approval.
  4. Click Approve.

Related Topics

Web Forms | Auto Response Rules

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