Workflow and Approvals

Design and run any business process with point and click simplicity using Workflow. Manage success with flexible approval processes for deal discounts, expenses, and more.

Automate business processes and approval requests.

  • Automate your sales process with just a few clicks.

    Workflow provides a simple point-and-click interface to automate business processes. You can create automatic email alerts for deals over a certain size, auto-assign tasks as a deal moves through the different stages, and more.

  • Visualise and create any process with drag-and-drop simplicity.

    Complex sales processes can be automated with drag-and-drop actions in Visual Workflow. Create workflows that guide sales agents through qualification conversations, intelligently recommend next steps on a deal, or automate manual tasks like filling out orders or putting together complex proposals.

  • Simplify the approval process to keep deals in motion.

    Automate the approval process for simple or sophisticated business requests, including deal discount approvals, and travel and expense reports. You can respond to approval requests directly in Chatter, or via email.

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