Manager Review Rights
Manager review requires manager or admin approval before a deal can be officially marked as won by any team member.
How it works
Once enabled, team members can move a deal to Won, but it will not be finalized until a manager confirms it. The team member is notified that confirmation is pending per organization's settings.
Step 1: Enable Manager Review
Go to Settings
Select Deal Workflow
Enable Manager Review Required
Step 2: Review pending Won deals
On the left sidebar, go to Features
Click Review Won Deals
Approve or reject deals pending confirmation
Only managers and admins can approve won deals when this setting is active
Team members will see a confirmation message after marking a deal as won, indicating that manager approval is required before it is finalized
Related guide pages
Original Outline page: https://wiki.alano.ai/s/alano-user-guideline/doc/manager-review-rights-Al76Cjbfxv