How does the approval of Contacts work?

How does the approval of Contacts work?

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: Video: How to perform Contact approval (approvalmax.com)




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