Each time an approval event happens, it's important to know how the deal looked like at that moment. That can prevent confusion where an approver might have approved the discount of 20%, but after his approval, that discount has been changed.
For this purpose, Myndbend Approval Manager for Zendesk Sell offers Deal Snapshots - A way to permanently capture how the deal looked like at the moment when the approval action happened.
Admins first need to configure this option. It starts in the top bar - Once admins enable an option to capture snapshots, they will be presented with two additional fields:
Here, they will be able to configure which system and custom fields they want to track. Our app will capture only the data from the selected fields.
After the snapshot is configured, each time a new Event Log is logged, Deal Snapshot will be captured.
Snapshot can be viewed from the sidebar, by clicking "View Snapshot" under each of the events:
When user clicks on View Snapshot, a new view will be opened showing the snapshot that was captured:
Snapshots are also visible on My Approvals and All Approvals pages, when clicking "View" to view the event log of a ticket.