Not planned

Opportunity approval

Is there a way to create an approval process for opportunities?  In other words, before an opportunity can be published, it must first be approved.

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  • Hi Jason,

    At this time there is not an approval process option for Opportunities, however, you've posted the suggestion/idea in the correct place. 

    Our Ideas & Suggestions page is monitored by our Product and Engineering teams. Your fellow Insightly users can vote and comment on the idea, too. In general, the more activity a request receives, the more likely it is to be considered for implementation.

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