Approvals: How Managers Can See Their Open Approvals

Overview

This guide will walk you through how managers can review changes that require approval in Wingmate.
When approval conditions are configured for Custom Fields or Purchase Pricing, any salesperson changes that meet those conditions will trigger an approval request. Managers can easily view these requests through the Notification Center and take action directly from the Lead details page.

If you are unsure how to set up approval conditions, please refer to the following support articles:

• Approvals: How to Set Up an Approval on a Custom Field

• Approvals: How to Set Up an Approval on Purchase Pricing

What are Approval Conditions?

Approval Conditions is an Admin Console feature under Easydocs → Approval Conditions. It allows administrators to define rules that trigger a Manager Approval workflow before an EasyDoc Document (or other document) can be generated or finalized. Each condition specifies:

• Type: Lead or Purchase (which object the rule applies to)

• Field: The specific field to monitor

• Comparator: The comparison operation used to evaluate the field (e.g., less than, equal, or change)

• Value: A comparison value when required (Optionally: Compare to the minimum price from a price sheet instead of a literal value)

• Enabled state: Toggle each condition on/off

Admins can add multiple conditions and delete or edit them at any time.

What Triggers an Approval?

Based on the Approval Conditions you’ve configured:

• When a Salesperson edits a Custom Field or Purchase Pricing value, and the new value meets the approval rule, an approval request is created.

  

• The salesperson will see:

  • A yellow exclamation icon is beside the field.

  • A message: “Waiting for manager approval.”

  

  • If they try to generate a Document via EasyDocs, a warning message appears:
    “Unable to generate documents on this lead. All open or rejected approvals must be resolved first.”

  

These indicators mean approval is required before the Lead can proceed.

How Managers Can See Their Open Approvals?

Step 1: Log in as a Manager

1. Log in to your Wingmate account using a Manager role.

Step 2: Open the Notification Center

1. Click the notification icon at the top-right of the screen.

2. The Notification Center opens.

3. Click on the Approvals tab to view all pending approval requests.

Step 3: Review Approval Requests

1. In the Approvals tab, you will see a list of the leads where the change was made.

2. Click on a request to open the corresponding Lead.

Step 4: Open the Lead Requiring Approval

1. After selecting a request, you will be redirected to that Lead’s details page.

2. On the Lead Details page, you will see:

   • The number of approvals needed at the top-right

     

   • A yellow tooltip next to the field with a message “Waiting for manager approval”

     

If you would like to learn how to approve or reject the request, please refer to:

• Approvals: How to Accept/Reject an Approval

Tips & Best Practices

• Only Salesperson changes require approval. Managers who edit fields themselves will not trigger approval requests.

• Check the Approvals tab regularly if your team frequently updates price fields or custom fields.

• Pending approvals will prevent EasyDocs from being generated until resolved.