Skip to product menu
close
EXPLORE ALL PRODUCTS

Sales

CRM

Comprehensive CRM platform for customer-facing teams.

CRM
Voice

Cloud Contact Center Software for businesses.

Voice
Sign

Digital signature app for businesses.

Sign
Forms

Build online forms for every business need.

Forms
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
Bookings

Appointment scheduling app for consultations with customers.

Bookings
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
Thrive

Complete loyalty and affiliate management platform.

Thrive
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
Voice

Cloud Contact Center Software for businesses.

Voice
Sign

Digital signature app for businesses.

Sign
Forms

Build online forms for every business need.

Forms
Social

All-in-one social media management software.

Social
Survey

Design surveys to reach and interact with your audience.

Survey
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
Sites

Online website builder with extensive customisation options.

Sites
Backstage

End-to-end event management software.

Backstage
PageSense

Website conversion optimization and personalisation platform.

PageSense
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
Webinar

Webinar platform for webcasting online webinars.

Webinar
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
NEW
Domains

Easy domain registration, transfer, and secured DNS management.

Domains
NEW
CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
Thrive

Complete loyalty and affiliate management platform.

Thrive
Publish

Manage all your local business listings on a single platform.

Publish
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce and POS

Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

Desk

Helpdesk software to deliver great customer support.

Desk
Assist

Remote support and unattended remote access software.

Assist
Voice

Cloud Contact Center Software for businesses.

Voice
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
Bookings

Appointment scheduling app for consultations with customers.

Bookings
FSM

End-to-end field service management platform for service businesses.

FSM
Lens

Interactive remote assistance software with augmented reality.

Lens
Solo

The all-in-one toolkit for solopreneurs.

Solo
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

Books

Powerful accounting platform for growing businesses.

Books
Expense

Effortless expense reporting platform.

Expense
Sign

Digital signature app for businesses.

Sign
Inventory

Powerful stock management and inventory control software.

Inventory
FREE
Invoice

100% Free invoicing solution.

Invoice
Billing

End-to-end billing solution for your business.

Billing
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
Commerce

eCommerce platform to manage and market your online store.

Commerce
Checkout

Collect payments online with custom branded pages.

Checkout
Practice

Practice management software for accounting firms.

Practice
Solo

The all-in-one toolkit for solopreneurs.

Solo
NEW
Payments

Unified payment solution built for all businesses.

Payments
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email, Storage, and Collaboration

Mail

Secure email service for teams of all sizes.

Mail
Voice

Cloud Contact Center Software for businesses.

Voice
Sign

Digital signature app for businesses.

Sign
WorkDrive

Online file management for teams.

WorkDrive
Bookings

Appointment scheduling app for consultations with customers.

Bookings
Cliq

Stay in touch with teams no matter where you are.

Cliq
Notebook

Beautiful home for all your notes.

Notebook
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
Learn

Knowledge and learning management platform.

Learn
Office Integrator

Built in document editors for web apps.

Office Integrator
Writer

Word processor for focused writing and discussions.

Writer
TeamInbox

Shared inboxes for teams.

TeamInbox
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
Show

Create, edit, and share slides with a sleek presentation app.

Show
Tables

Work management tool to connect people, processes, and information.

Tables
Sheet

Spreadsheet software for collaborative teams.

Sheet
Office Suite

Powerful collaborative work platform for teams.

Office Suite
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
ToDo

Collaborative task management for individuals and teams.

ToDo
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

Expense

Effortless expense reporting platform.

Expense
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
People

Organize, automate, and simplify your HR processes.

People
Sign

Digital signature app for businesses.

Sign
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
Shifts

Employee scheduling and time tracking app.

Shifts
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

Creator

Build custom apps to simplify business processes.

Creator
Assist

Remote support and unattended remote access software.

Assist
Vault

Online password manager for teams.

Vault
Directory

Workforce identity and access management solution for cloud businesses.

Directory
Lens

Interactive remote assistance software with augmented reality.

Lens
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
NEW
eProtect

Comprehensive email security and archiving for every business.

eProtect
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit

BI and Analytics

Analytics

Modern self-service BI and analytics platform.

Analytics
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI

Project Management

Projects

Manage, track, and collaborate on projects with teams.

Projects
Sprints

Planning and tracking tool for scrum teams.

Sprints
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
Solo

The all-in-one toolkit for solopreneurs.

Solo
Suites
Projects Plus

Unified project management platform for intelligent, data-driven work.

Projects Plus

Developer Platforms

Creator

Build custom apps to simplify business processes.

Creator
Flow

Automate business workflows by creating smart integrations.

Flow
Office Integrator

Built in document editors for web apps.

Office Integrator
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
Tables

Work management tool to connect people, processes, and information.

Tables
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
Apptics

Application analytics for all apps.

Apptics
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI

IoT

NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT
CRM Plus

Unified platform to deliver top-notch customer experience.

Try now
CRM Plus
Service Plus

Unified platform for customer service and support teams.

Try now
Service Plus
Finance Plus

All-in-one suite to manage your operations and finances.

Try now
Finance Plus
People Plus

Comprehensive HR platform for seamless employee experiences.

Try now
People Plus
Workplace

Application suite built to improve team productivity and collaboration.

Try now
Workplace
Marketing Plus

Unified marketing platform for marketing teams.

Try now
Marketing Plus
Projects Plus

Unified project management platform for intelligent, data-driven work.

Try now
Projects Plus
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

TRY ZOHO ONE
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

EXPLORE MARKETPLACE
Skip to main content
Successfully Submitted!X

How-to Videos

Autoplay

Approval Process

Automation

Autoplay

Start Watching

Take a simple quiz to test your knowledge about Your tasks before getting data into CRM

Skip Take Quiz
Replay

How-to Videos

  • Contents
  • Overview
  • Quiz
  •  

Approval Process

In any sales process, there may be stages wherein you will be required to get an approval for work such as budgets, invoices, marketing initiatives and the like, from colleagues at different levels of the organization. Automating the process of sending work for approval will help to speed things up.

 

However, companies can automate the process of sending approval requests in Zoho CRM with the help of an approval process, which is a workflow that makes it possible for companies to automate the process of sending records for approval.

 

In this video, we will show you how to configure the approval rule and automate the process of submitting records for approval.

 

What factors can you specify in an approval process?

Which records will be sent for approval

Incorrect

Sorry! You must specify who will approve the approval process.

Who will approve them

Correct

Well done! In an approval process, you can specify who will approve them.

If you create multiple rule entries in a single approval process, they should be reordered based on priority.

True

Correct

Well done! If you create multiple rule entries in a single approval process, they should be reordered based on priority.

False

Incorrect

Sorry! If you create multiple rule entries in a single approval process, they should be reordered based on priority.

If a record meets more than one rule entry, it will be submitted for approval based on:

Priority

Incorrect

Sorry! The record, in this case, will be submitted based on the first rule entry that it matches.

First rule entry that matches

Correct

Well done! The record, in this case, will be submitted based on the first rule entry that it matches.

When can a rule be executed?

When a record is created or edited

Correct

Well done! A rule can be executed when a record is created or edited.

Only created

Incorrect

Sorry! A rule can be executed when a record is created or edited.

Only edited

Incorrect

Sorry! A rule can be executed when a record is created or edited.

Which of the following happens when the approval order is sequential?

All the approvers approve a record simultaneously

Incorrect

Sorry! Only after first user approves will the second user be able to approve

Approval happens based on the sequence in which the approvers are selected

Incorrect

Sorry! Only after first user approves will the second user be able to approve

The next approver only gets the alert after the record is approved by the first approver

Correct

Well done! Only after first user approves will the second user be able to approve

Which of the following happens when the approval order is parallel?

The users approve the work one after another

Incorrect

Sorry! All the users need to approve the work simultaneously

All the users need to approve the work simultaneously

Correct

Well done! All the users need to approve the work simultaneously.

A task can be assigned to the approver.

True

Correct

Well done! A task can be assigned to the approver.

False

Incorrect

Sorry! A task can be assigned to the approver.

Field update cannot happen after the final approval.

True

Incorrect

Sorry! Field update can happen after final approval.

False

Correct

Well done! Field update can happen after the final approval.

Which of the following actions can be performed after the final approved?

Assign task only

Incorrect

Sorry! You can perform other actions too after final approval.

Email notification only

Incorrect

Sorry! You can perform other actions too after final approval.

Field update only

Incorrect

Sorry! You can perform other actions too after final approval.

Call webhook only

Incorrect

Sorry! You can perform other actions too after final approval.

Call function only

Incorrect

Sorry! You can perform other actions too after final approval.

All of the above

Correct

Well done! You can perform all the above actions after final approval.

A field cannot be updated after the record is rejected.

True

Incorrect

Sorry! A field can be updated after the record is rejected.

False

Correct

Well done! A field can be updated after the record is rejected.

An email alert can be sent upon rejection to

Requester only

Incorrect

Sorry! It can be sent to the managers and the requesters.

Requester's manager only

Incorrect

Sorry! It can be sent to the managers and the requesters.

Manager and the approvers

Correct

Well done! It can be sent to the managers and the requesters.

Different emails can be sent to the requester and the requester's manager or approver when a record is rejected.

True

Incorrect

Sorry! Different emails cannot be sent to the requester and the requester's manager or approver when a record is rejected.

False

Correct

Well done! Different emails cannot be sent to the requester and the requester's manager or approver when a record is rejected.

Approval process allows us to:

Send a personalized message upon approval and rejection

Incorrect

Sorry! This is only one of the many aspects that can be performed.

Automatically send records for approval

Incorrect

Sorry! This is only one of the many aspects that can be performed.

Set a predefined order in which the approvers can approve a record

Incorrect

Sorry! This is only one of the many aspects that can be performed.

Update fields automatically upon approval and rejection

Incorrect

Sorry! This is only one of the many aspects that can be performed.

All of the above

Correct

Well done! Approval process allows us to do all of the above.

What does a rule criteria allow you to do?

Send only those records that meet the criteria for approval

Correct

Well done! It allows you to send only those records that meet the criteria for approval

Prevent all the records from being sent for approval

Incorrect

Sorry! It allows you to send only those records that meet the criteria for approval

All the above

Incorrect

Sorry! It allows you to send only those records that meet the criteria for approval

None of the above

Incorrect

Sorry! It allows you to send only those records that meet the criteria for approval

Question: 1 of 14

Skip Next

You scored /14

Retake QuizWatch Next

Was it helpful?

Your inputs will help us understand your needs and guide you in the right direction

Full Name
Comments