Learn DealHub

Approval Workflows
Approval Workflows
Accelerate quote creation processes and enhance sales and managers experience with DealHub Approval Workflows.
Course Progress
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About the Course

You will learn to:

  • Explore and configure General Approval workflow for discount thresholds.
  • Create Rule-Based approvals for specific use cases.
  • Utilize the Approval Dashboard to improve Sales' and Managers' experience.
  • Manage approval templates for user emails.

Course Outline:

  1. Getting Started
  2. General Workflow
  3. Rule-Based Workflow
  4. Workflow Settings
  5. Approval Email Template
  6. Approval Dashboard
  7. Approver's Experience
  8. Sales Rep's Experience
  9. Validations
  10. Summary
  11. Quiz
Duration
60 mins
Course Level
Beginner
Solution
DealHub CPQ
Part of
Essential Admin Learning Path
Value in Points
300
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