Now that we have built the approval process, let's test it out to see if it meets our business requirements. As a recap, the Sales Manager wants all closed sales that are $200,000 or higher and are in the negotiation/review stage to be submitted to them for final approval. Once the deal has been approved, the opportunity stage should automatically update to Closed Won. Let's see how this works:
- Navigate to the Burlington Textiles Weaving Plant Generator opportunity, as follows:
Here, we can see that this opportunity has an amount that is greater than $200,000 and is in the Negotiation/Review stage, so it meets the criteria for being submitted for approval.
- From the drop-down arrow on the upper-right corner, we can access and click on the Submit for Approval button. The following popup will appear:
- The popup in the preceding screenshot...