How to approve a new deal?
- Note: this may be under a different part of your navigation bar depending on your settings and customization. Contact your Support team or Consultant for further assistance if you can’t find the selection.
4. You can view the list of the Approved Deals and the Rejected Deals from the respective folder.
Feature Update / Overview
A new feature has been introduced for Admin users, allowing them to delete deals from the following deal folders:
Requested Deal
Approved Deal
Rejected Deal
This functionality provides greater flexibility and control over deal records, ensuring that unnecessary or incorrect deals can be removed efficiently. The process is designed to maintain transparency by requiring a reason for deletion and notifying relevant stakeholders.
Deletion Process
Reason Requirement
Admin users must provide a valid reason before deleting a deal.
This ensures that all deletions are tracked, justified, and auditable.
The reason entered will be logged for reference.
Archiving Deleted Deals
When a deal is deleted, it is not permanently erased but is moved to the Archived folder.
This allows admins to review deleted deals if needed for future reference.
Archived deals can be accessed by admins but cannot be restored once deleted.
Notification to Deal Owners/Creators
Whenever a deal is deleted from Requested, Approved, or Rejected Deal folders, the Owner/Creator of the deal will receive an email notification.
If the Owner and Creator are different individuals, both will receive separate email notifications about the deletion.
This ensures transparency and keeps relevant users informed.
Screenshots for Reference
Example Screenshot: When a Deal is Deleted from the Pending Request Folder
Example Screenshot: When a Deal is Deleted from the Approved Folder
Example Screenshot: When a Deal is Deleted from the Rejected Folder
Key Takeaways
Admins now have the ability to delete deals as needed.
Every deletion requires a reason, ensuring proper documentation.
Deal owners and creators are informed whenever a deal is deleted.
Deleted deals are archived, providing a reference point if needed later.
The new deal deletion feature gives admins greater control over deal management while ensuring accountability, transparency, and efficient handling of deal records.
Let me know if you need further refinements!
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