Approving/Rejecting/Verifying Events

If you are responsible for approving or verifying events, you are informed using a To-Do record whenever a campaign has been submitted.

To approve or reject a campaign:

1. Select Open Link from the To-Do’s context menu. The campaign is opened. Verify that the event is within budget or that all legal requirements are met.
2. Select the appropriate options from the context menu. The campaign is approved or rejected.
3. Save the record.

   The rep responsible for the campaign receives a message about whether the event has been approved, verified or rejected.