| Approval Process to be Processed |
Business process to be approved by the current user. |
| Business Process to be Processed |
Business process in business process management to be processed or approved by the current user. |
| Account Registration to be Approved |
Account registration approval to be approved by the current user. |
| Sales Order to be Confirmed |
The sales order confirmation process can be configured when creating a sales order. The reminder here is to confirm the sales order to be approved and confirmed by the current user. |
| Order to be Shipped |
When the confirmation process of the sales order is confirmed, it enters the delivery stage. Personnel who have the role of "Shipping Personnel" and are configured to approve the responsible department in "Function Permission Management-Approval Permission Settings" can receive relevant reminders and enter the sales order to confirm delivery. |
| Return Form to be Confirmed |
The confirmation process configured when creating the return form, the reminder here is to confirm the return form to be approved by the current user. |
| Payment to be Confirmed |
The payment process is a confirmation process preset by the system by default. Personnel who have the role of "Receipt Finance" and are configured to approve the responsible department in "Function Permission Management-Approval Permission Settings" will receive reminder and processing of payment confirmation submitted by corresponding department. |
| Refund to be Confirmed |
The refund process is a confirmation process preset by the system. Personnel who have the role of "Refund Finance" and are configured to approve the responsible department in "Function Permission Management-Approval Permission Settings" will receive The refund confirmation reminder submitted by the corresponding department and processed. |
| Invoicing Application to be Confirmed |
The invoicing application process is a confirmation process preset by the system. Personnel who have the role of "Billing Finance" and are configured to approve the responsible department in "Function Permission Management-Approval Permission Settings" will receive corresponding The invoicing application submitted by the department is confirmed, reminded and processed. |
| Sales Stage to be Confirmed |
When the stage of the sales process is configured with "the completion of this stage needs to be confirmed by the direct superior", then when the corresponding opportunity completes this stage, the owner will receive a reminder to be confirmed. |
| Sales Leads to be Assigned |
Unassigned leads in the leads pool, which can be newly created in the leads pool, or withdrawn by the leads manager, or returned by the leads owner, here is a reminder to the leads pool administrator. |
| Sales Leads to be Processed |
When a new sales lead is assigned or the leads owner is changed, the new sales leads owner will be reminded |
| Initiated Approval Process |
Approval process initiated by the current user |
| Approval Messages |
Approval messages sent to the current user during the approval process. Including customized CRM notifications and to-do notifications after the approval process is over. |
| Import Assistant |
The operator who imports data through the import tool. |
