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All guidesMetriCRMAccounts and contacts The 360° customer page Tasks and My work Knowledge base articles Segments, duplicates and merging Custom fields Routing rules Automatic assignment Automations Visual workflows Approvals from workflows Import and export Customer satisfaction surveys

User Guide › MetriCRM

Approvals from workflows

Approve or reject requests a workflow sends you; the workflow continues on that path.

For: Everyone

Steps

When a workflow needs your decision you get a notification. Open it, or go to Approvals in the sidebar.
Read the request and open the record if you need more detail.
Add a comment if you like, then select Approve or Reject.
The workflow continues straight away on the Approved or Rejected path. Requests nobody answers in time follow the Timed out path.

Good to know

The Decided tab keeps your earlier answers and any requests that timed out or were withdrawn.

Related guides

Accounts and contactsCreate customer records, link people to companies and assign account managers.
The 360° customer pageEverything about a customer on one page: timeline, notes, tasks and AI summary.
Tasks and My workPlan follow-ups with due dates, reminders and repeats.
Knowledge base articlesWrite answers once, translate them and publish to your team or customers.

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