This functionality helps you to view the opportunities which are in pending status for finance approval.

  • How to invoke awaiting finance approval from COCO?

  1. Click on CRM in main menu or from the command list, list of options will be sent to you by COCO, find awaiting finance approval in the list and click on it. This will display you list of opportunities awaiting for the finance approval.

  2. Simply type in “Awaiting finance approval” or “My pending opprtunities” and this will directly display the opprtunities pending for finance approval without any navigation.