Click Here to learn more about approvals: Learn about status and approvals
Upon creation of a proposal, the default status will be quote. A user will need to select the status when proceeding forward.
You have the ability to turn on Approvals, so one or more people can approve a quote and/or an order prior to submitting to the client.
Approvals are turned on by your company administrator. This is done within the station group admin section under Approvals
Depending on if your group has Approvals turned, will determine if you have the ability to record a sold contract and set a quote status to Sold/Signed.
*If Approvals are turned on, as an Account Executive you will only be able to change the status from quote to pending approval.
If Approvals are not turned on within your environment, you will be able to Record a Sold Contract and change the status from quote to sold/signed.
There are up to three (3) order approval levels available for station groups. There will be additional status fields available in the drop-down list depending how many levels of approvals are set for your station group.
*Note: When turning on approvals, you are turning on for all users