How can I set up a multi-level approval workflow in Zoho CRM?
Zoho CRM allows you to create multi-stage approval processes using its Approval Rules feature. Here's how it works:
Navigate to Setup → Automation → Approval Process
Choose the module (e.g., Deals, Leads, Quotes) where approvals are needed.Define Entry Criteria:
Set conditions (e.g., "Discount > 20%") to trigger the approval.Add Multiple Levels:
You can define multiple approvers, such as:Level 1: Sales Manager
Level 2: Finance Head
Level 3: Director
Customize Actions on Approval/Reject:
Send email alerts, update fields, or trigger workflows based on the result.Delegate Approvals When Absent:
Assign backup approvers to avoid delays.
Use Case Example:
When a sales rep offers a discount above 15%, it routes to the manager. If it’s above 25%, it also goes to the CFO for final approval.
This ensures control and auditability over high-value or sensitive records.
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