How does one edit the Approval Workflow?

How does one edit the Approval Workflow?

To access the Approval Workflows, go to "Pipeline Management"



Click "Approval Workflows"




Here you can manage the approval workflows:



Click "Edit"



Change the information you want. In this example I changed the demand's description:




Go to the last tab, if you don't want to change anything else and click "Update" 




As you can see the update was successful:




Learn More about:

  1. Add an Approval Workflow
  2. View the Approval Workflows
  3. Delete an Approval Workflow


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