Deal Registration Approval
Last updated on MARCH 16, 2018
Applies to:Oracle Fusion Sales Cloud Service - Version 22.214.171.124.0 and later
Information in this document applies to any platform.
Currently in system user have set the Default Approver using Functional Setup Manager.
But user want to allow group of people to approve the Deal registration based on role.
So any document on Deal Approval process. and how to set Approver on Deal registration based on role?
The use case here is
There is a Partner Org say - 'Partner Account'
'Sales2' (CSM) is the owner of the 'Partner Account'
Deal is submitted by a partner resource - 'Rep3'
User wants Deal to go to 'Sales2' for approval.
The deal should go to the CSM user who owns the Partner Org for approval NOT anyone with "Channel Manager" role.
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