Review Approval Process

1. Viewing Entry

1.1 Two viewing entry points

• The CRM To-Do > Pending Approval Processes displays a list of approval processes that require action from the current user or that the user has already processed.
• On an object’s record detail page, you can view the entire approval process, approval comments, and the process approval configuration.

1.2 Actions available when viewing an approval process

• Approvers can Approve, Reject, Reassign Approver, Reply, Withdraw approval, Start Discussion, or Add Signers (the buttons shown in the UI may vary by Role).
• Non-approvers can also reply at a given node and may @mention relevant users in their replies.
• Click the “…” menu to Email the process, Forward it, Set a reminder, Add to Calendar, or Print.

picture coming soon: