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.
In this article, we will cover how to:
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.
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>.
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.
You can start commenting on a deal 2 different ways:
Each comment you post may be linked to a section of the deal and assigned another User to review and approve that section.
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.
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".
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."
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.