1. Set-up Approver Responsibilities

 

    1. Go to the Top Navigation, hover over your ‘Company Name’ then click on the ‘Edit’ icon as shown below. Once       

        done, you will reach the Company Profile. 

 

 

    2. Navigate to the ‘Approver Responsibilities’ section then ‘Pipeline: Opportunity Approver’. 

  • Tick the checkboxes to make a Role an Approver to ‘Pipeline: Opportunity Approver’ 

  • Untick the checkboxes to remove an Approver’s right from a Role