Cash Sale Exception Review Review Search 43

Purpose

This saved search shows Prospect records that need attention for quote approval matrix.

Criteria

Criterion	Value
Record type	Prospect
Status	Open or pending review
Inactive records	Excluded

Results

Column	Purpose
Internal ID	Opens the source record
Status	Shows current process state
Owner	Shows who should review next
Last modified	Helps identify stale records

Operational notes

• Check criteria before using this search as an automation trigger.
• Keep result columns concise for daily review.

Related configuration

This object references:

• Cash Sale Exception Review - connected through the quote approval matrix process.
• prospect - connected through the quote approval matrix process.

Technical reference

Record identity

Item	Value
Record name	Cash Sale Exception Review Review Search 43
Script ID	customsearch_demo_quote_approval_matrix_043
Object type	Saved Search
Source XML	Objects/customsearch_demo_quote_approval_matrix_043.xml

Project assignment

Item	Value
Primary project	Cash Sale Exception Review
Record types	Prospect