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Anyone who is using approval workflows, would you share some about your experience and process?

We’re trying to get them set up in our system but would like to hear from some others about how it works for them. Really wish there was a GM% option because that’s our big focus at the moment, but limiting it in user roles means that the alerts aren't auto-generated, and it isn’t as simple as just clicking approve or deny, you have to make adjustments and then get back to the sales rep or tell them that they need to have it higher. Just would be nice to have a couple different triggers.

Curious to hear everyone’s thoughts

Agreed it could definitely use more functionality. We only use the $ amount now. So anything over 10K has to be reviewed by a manager. 

You might be able to make a dashboard tile to show low GM% opportunities. Not perfect, but better than nothing....


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