1. Set-up Opportunity 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 to the 'Pipeline: Opportunity' rows.


'Pipeline: Opportunity Initiator' - User in role can submit an Opportunity Project for review.

'Pipeline: Opportunity Approver' - User in role can approve Opportunity Project.


  • Tick the checkboxes to make a Role an Approver in the ‘Pipeline: Opportunity Approver’ row or the ‘Pipeline: Opportunity Initiator’ row. 
  • Untick the checkboxes to remove an Approver’s right from a Role.