Sale Not Approved
If it is determined that a Sale should not be approved, 1Stop has created a simplified process for handling these Sale records. This article will provide an overview on how to not approve a new sale record as well as provide an overview on the automations that occur once the sale is not approved.
Steps to Not Approve a Sale
1. To not approve a Sale, click the Sale Not Approved Transition on the Sale Record.
2. Complete fields and click Save (all fields must be completed). Upon Saving, the record will move to the Not Approved State. See below for field details and automations.
Sale Not Approved Field Details
- Reason Not Approved - Picklist options to indicate the reason a Sale was not approved.
- Lead Tracking Name - Name of the Lead Tracking record associated with the Sale. If there is no Lead Tracking record associated with the sale, follow the Add a Lead Tracking Record on the Sales Module to automatically update this field.
- Notes - general notes field to describe in more detail why this sale was not approved. This is a required field (if no further details, enter NA for not applicable).
Automations After Sale Not Approved
Quote Field Updates
- The Status field is updated to Not Approved
Lead Tracking Field Updates
- If the Demo Funnel field is not equal to Sold, then it is updated to Sale Not Approved.
- The Sale Not Approved Reason field is updated to the Sale record's Reason Not Approved field.
Field Details Info
The fields included in the Sale Not Approved Transition are part of the base Sales Blueprint. Your company may have modified these fields.
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