Business use case

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:

1. Navigate to the Burlington Textiles Weaving Plant Generator opportunity:

   

   Figure 17.12: Opportunity with the amount and stage sections highlighted

   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.

2. From the dropdown arrow in the upper-right corner, we can access and click on the Submit for Approval button. The following popup will appear:

Figure 17.13: Popup when submitting...