NOTE: Requests are a feature available in accounts which have paid for them.
Understanding Requests
A Request is a user's wish to add a record. This is usually a request for a new Contract, but can also be an amendment or addendum to an existing Contract record or even a new Contact or Organization record.
Users reviewing submitted requests have the option to decline the request. A declined Request cannot be re-submitted and ends the Request process.
Select REQUESTS on the navigation menu, and select the appropriate request type.
Click to open a "Submitted" request.
At the top of the Request record, click
on the menu bar.Enter the reason for declining the request in the pop-up and click
.
What happens:
The submitter receives a decline email with the decline notes included.
The Request Status changes from “Submitted” to “Declined”
The Request form is locked and can no longer be edited or resubmitted. No further action can be taken for this request.
Declined notes can be viewed in the Request record by clicking </> above either the Request Stage or Request Status fields to display the Stage & Status tracking grid.