Setting Up An Approval Process Inside Zoho CRM

In this video tutorial, we walk you through how to set up an approval process for various stages in the Deal. Enjoy!
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🎬 TIME STAMPS 🎬
0:00 Intro
0:28 Use Case
2:25 Layout Rules
4:55 Approval Process
5:55 Criteria
6:12 Who Should Approve
7:50 Action(s) upon Approval/Rejection
9:54 Final Walk-through of the Process Created
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[@alexbush3016]

This is super helpful guys

[@diyaj6925]

Great 👍

[@LifeOfA1PercentMale]

Does Approval Process pertain to Blueprint as well or is this strictly CRM?

[@Zenatta]

Hey C Huang,
On the latest episode of the CRM Zen Show, we answer your question, click here to jump right to it! th-cam.com/video/FctOHCRR4-E/w-d-xo.html

[@diyaj6925]

Hi! I tried working on this ,approval process is not applicable for blueprint, but validation rule pertain to blueprint.
I hope my ans is right!