Approve sale

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Version: 10
• 1 minute to read
 • 1 minute to read
Note

This feature requires SuperOffice 10.1.5 or newer and Mobile CRM 10.2.2 or newer.

When working with sales and quotes, you sometimes add a higher discount rate that is wanted, and you need someone else to approve the sale. With notifications for quote approval in Mobile CRM, the sale can progress without any friction.

Mobile CRM: Quote approval flow -screenshot

Sales rep

  1. In SuperOffice CRM, send a quote approval request for the sale.
  2. In Mobile CRM, check your push notification settings and make sure Quote approval response is on. You will be notified as soon as the quote is approved (or denied).

Manager

In Mobile CRM, check your push notification settings and make sure Quote approval request is on.

When someone needs approval for their quote to be sent to customer:

  1. Tap the notification to open the sale in Mobile CRM.
  2. Review the details about the sale.
  3. Select Approve or Deny.

Mobile CRM: Quote approval -app-screen

Turn on push notifications for quote approval

  1. Tap the Task icon and select Settings.
  2. Select Notifications.
  3. At the bottom of the list, turn on/off Quote approval request and Quote approval response depending on your responsibilities.

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