How to Configure Pre-Approvals for Offices and Regions

WeSuite

September 30, 2020 15:34

This is a quick guide on how to set up a pre-approval system for offices and regions

Part 1

1.) Tools

2.) System Configuration

3.) Regions and Offices

4.) Select an office

5.) Click Edit

6.) Select and Approval System

Part 2

1.) Tools

2.) System Configuration

3.) Select the user

4.) Edit

5.) Approvals Tab, select region priority

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