On the other screen that we jumped (to activate the approval process, you also had the option to set additional approval processes. Once activated you’re not able to add other steps (unless you deactivate the process first).
You can either do the additional steps from here or skip and save as one-step approval and later modify the approval process. Here we’re going to just add another approval process based on probability (so as to not throw off the forecast). Other examples might be a state code or a country value where accounting has to approving shipping rates, taxes, etc.
After we run through the same “create approval process”, we end up with a new one like so:
After we activate it and go back to our approval processes, for the opportunities there are now two listed. Here we can adjust the order if is matters. Simply change the number, then click Re-Order.
Then you’ll see it reordered.
Written by Prabha Krishnamurthy and Corey Babka
