Manager Review Rights

Manager review requires manager or admin approval before a deal can be officially marked as won by any team member.

How it works

Once enabled, team members can move a deal to Won, but it will not be finalized until a manager confirms it. The team member is notified that confirmation is pending per organization's settings.

Step 1: Enable Manager Review

  1. Go to Settings

  2. Select Deal Workflow

  3. Enable Manager Review Required


From your team member’s POV, it will look like this


Step 2: Review pending Won deals

  1. On the left sidebar, go to Features

  2. Click Review Won Deals

  3. Approve or reject deals pending confirmation



  • Only managers and admins can approve won deals when this setting is active

  • Team members will see a confirmation message after marking a deal as won, indicating that manager approval is required before it is finalized