After you <a href="https://www.revops.io/knowledge/how-do-i-create-a-new-deal">create a deal</a> your customer will love, you will need to <a href="https://www.revops.io/knowledge/how-do-i-create-a-new-deal#save-submit-approve">submit the deal</a> to the Deal Desk managers for approval. After submitting the deal, approvers will be assigned and notified your deal is ready for review.

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In this article, we will cover how to:

1. <a href="#review">Review a deal</a>
2. <a href="#teamwork">Make the dream work with teamwork</a>
3. <a href="#status-changes">Adjust a deal's status</a>
4. <a href="#approve">Approve a deal</a>

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<div id="review"><span class="hash-anchor"></span>Review a deal<span class="copy-anchor"></span></div>

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When a deal is submitted to Deal Desk, it will transition to the "Review" status and email notifications will be sent to the final approvers of the deal. These final approvers can then review the deal and choose to approve it or discuss the deal with other Users in the organization.

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After the stakeholders have signed off on the deal, one of these approvers can approve the deal, making it <a href="https://www.revops.io/knowledge/signing-revops-agreements">available to be signed</a>.

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<div id="teamwork"><span class="hash-anchor"></span>Make the dream work with teamwork<span class="copy-anchor"></span></div>

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Discussions on the deal are especially useful to notify the Deal Owner when changes must be made, escalate sections of the deal to other Users for review, and keep track of the historical decisions made.

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You can start commenting on a deal 2 different ways:

1. Using Quote Builder
2. Using the Comments Card

Using Quote Builder

1. Go the deal's Deal Overview page, like the one above
2. Click on the "Edit Deal" button near the top middle of the screen
3. Finally, click on the "Discuss" tab in the upper left corner

Using the Comments card

1. Click the "Start Collaboration" or "View All" link on the closed Comments card
2. Or open the Comments card and click the "All Comments" button

Each comment you post may be linked to a section of the deal and assigned another User to review and approve that section.

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<div id="status-changes"><span class="hash-anchor"></span>Adjust a deal's status<span class="copy-anchor"></span></div>

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Deals can then be moved back to draft, if changes must be made by the Rep, or rejected. Rejected deals are immediately archived. However, these deals may be edited and brought back to use.

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<div id="approve"><span class="hash-anchor"></span>Approve a deal<span class="copy-anchor"></span></div>

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After the review process has completed, anyone assigned as a final approver, may approve the deal. The deal will transition to the "Approved" status and is the deal will be available for your customer to sign. Deals do not need to be approved by all final approvers to mark a deal as "Approved".

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In the event that all final approvers are out of office, Admins and Deal Desk Managers, while not set as the "Approver" may still push the deal to "Approved."

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Auto-Approved Deals

If the deal submitted to Deal Desk meets the rules of the auto-approval workflow, if configured, the RevOps Bot (ROB) will immediately mark the deal as "Approved". The deal owner may then immediately share the deal for signing.

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