How to establish a workflow for offers?

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Posted on by Community Member

Hey guys,

I would like to create a workflow for offers:

For certain volume of offers, the manager should release the manager.
The limit should be set individually for each user.

Set up in selected clients.
Acceptance is made by a simple YES decision.
Decline with comment.
A new variant of the offer must then be created and released again.

How can I achive this?

Thank you ;)

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Rabin 2,976 on at

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RE: How to establish a workflow for offers?

Hi Maule,

For step wise process, you can follow this link

docs.microsoft.com/.../across-how-to-create-workflows

You can setup the Approval scheme and allow delegations as well. Manager should be able to review and approve and when they want to reject. This is part of approval workflow.