Adding approvers or observers

Administrators can use the Approvers and Observers tabs to add additional approvers or observers to the active CRM Workflow Step instance.

Note: This is only available for administrators.

To add an approver or observer:

Access the Workflow Step Instance Detail view of the approval step. See Using the CRM Workflow Step detail view.
Perform one of the actions:
- Click the Approvers tab, and click the Add option to add an approver,. See Approvers tab.
- Click the Observers tab, and click the Add option to add an observer. See Observers tab.
Use @mention user interface to add CRM users.
Click Save.