Filter Booking & Prepay Approval - ability to see only deals that relate to the approving manager (i.e., sticky filter criteria Settings for AGRIS Users) (ASR-30)

Benefits

• Lesson time and effort a manager spends finding applicable deals to review.

• Reduce time and effort for the approving manager to review and approve applicable bookings for that manager's applicable department personnel.

• Minimize time understanding what specific deals a manager needs to review/approve.

Details

With the new Filter’s option, you are now able to select the User Id’s that you would like to see in your Pending, Approved, Declined, Failed, and Quotes list.

Usage

1. Log in to AGRIS Sales Review.

2. Go to Settings.

3. Click Filter Options.

4. Select the User Id’s you want to see on your list.

5. Unselect the User Id’s you don't want to see on your list.

6. Click Save.