When a deal is closed- won, it has to be approved by the owner's manager prior to being added to the leaderboard for a quarterly sales competition. An opportunity is won on the last day of the quarter and the manager is on vacation.
What is recommended to ensure all of the appropriate deals are reviewed and the leaderboard is up to date?

Question

When a deal is closed- won, it has to be approved by the owner's manager prior to being added to the leaderboard for a quarterly sales competition. An opportunity is won on the last day of the quarter and the manager is on vacation.

What is recommended to ensure all of the appropriate deals are reviewed and the leaderboard is up to date?

Jay Chua · Accepted Answer

Set up a delegated approver for the manager

Jay Chua · Answer

Forward the approval request to the manager's assistant.

Jay Chua · Answer

Have the manager log on and reassign the approval request

Jay Chua · Answer

Use Process Builder to assign a delegated approver.

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