Myndbend Approval Manager enables your Zendesk Sell users to request approval from an individual approvers or an approval group.
As soon as approver is added, two things happen:
- Approval email is sent to the approver (if enabled)
- New event is logged in event log (with deal snapshot if it's enabled)
Status of the deal approval is displayed at the top of the application for all users to see. If needed, Myndbend Approval Manager can block the deal from moving to the next stage until approval is granted.
All deals are tagged based on their approval status with one of the following tags:
approvedif the deal was approved by all approvers
deniedif the deal was denied by at least one approver
pending_approvalif deal hasn't yet been approved nor denied
Using these tags, users can create Zendesk Sell widgets to filter their deals right on the homepage.
If you are an approver, you can approve/deny either trough the email notification you've recieved, or directly in the Zendesk Sell interface: