Approval Workflows
Accelerate quote creation processes and enhance sales and managers experience with DealHub Approval Workflows.
Course Progress
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:
- Getting Started
- General Workflow
- Rule-Based Workflow
- Workflow Settings
- Approval Email Template
- Approval Dashboard
- Approver's Experience
- Sales Rep's Experience
- Validations
- Summary
- Quiz
Duration
60 mins
Course Level
Beginner
Solution
DealHub CPQ
Part of
Essential Admin Learning Path
Value in Points
300
