Managers Approval

Approvals Feed

To access your Approvals Queue, navigate there through the Object Navigation Menu.

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Within this view you'll be able to sort all the cases that need your attention. Remember, this Queue is specific to the agents in your office.

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To go into a case, click on the Case Number.

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You are now in the Approval Request Page. Here, you will see details about the approval, like who submitted the request, how much it costs, information about the building, and any comments from the submitter.

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To view the request, click on the Case Number (again) in the Approval Details field.

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Once in the Case Page Layout, you can see the final version of the proof in Chatter. Click on the image to view the postcard, and if you have any revisions, leave them in a comment under that post in Chatter.

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If you want to suggest changes, do so in Chatter (it will notify everyone). Once everything looks good, you can head back to the Approvals Page at the top.

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There, you will see the Approve button. Once you click that, it will notify the Marketing & Admin team and we can submit for order or production! Rejecting the approval will simply close the case.

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That's all for this section! You can navigate to other helpful areas in the help center here: