In ApprovalMax you can configure a multi-step approval workflow for the creation of Contacts. This is a separate workflow that you need to set up and activate in order to use the Contact approval process in ApprovalMax.
This is how it works:
A new Contact is created and submitted for approval in ApprovalMax.
ApprovalMax starts the multi-step approval workflow as predefined for Contacts in ApprovalMax.
The respective managers get notified that their approval is required and make their decision.
When all approvals are in place, the Contact status changes to “Approved” and the Contact is created in Xero.
For more details please see our video: