1. Set-up Pipeline Approver Responsibilities


1. To Set-Up Approver Responsibilities,  go to the Top Navigation, hover over the ‘Company Name’ then click the ‘Edit’ icon as shown below.

 

 


2. Once done, you will be navigated to the ‘Company Profile’ page.


 



3. Within the ‘Company Profile’ page, navigate to the ‘Approver Responsibilities’ section then go to ‘Pipeline: Opportunity Approver’ module. Once a Role is ticked, he will receive an email notification for an ‘Approved Opportunity’ ready for transition to ‘Full Kitting’.

  • Tick the checkboxes to make a ‘Company Role’ a Pipeline Opportunity Approver  
  • Untick the checkboxes to remove an Approver’s right from a Role.