Workflows

The paths a qualified opportunity follows — steps, owners, and due dates. Changes apply to new qualifications; workflows already running keep the steps they started with.

Your Workflows

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Edit Workflow

Workflow name

#	Step name	Type	Who owns it	Due	Basis	Parallel

Parallel = the next step may start while this one is still running. Steps run in order otherwise; several grants — and several steps — can be in flight at once.

(five max)

Two-person rule — the approver can't be the person who completed the previous step (owner can override)