Workflows

The paths a qualified opportunity follows — steps, owners, due dates. Changes apply to new qualifications; running workflows keep the steps they started with. This is your task workflow: the steps below appear as tasks for their owners.

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 runs. Otherwise steps run in order; several grants — and 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)