Client brief approval

In some cases, clients wish to approve briefs prior to them being formally accepted by the agency. If your account requires this flow, try the following.

From your document.:

Ensure all briefs are submitted to the client approvers. You can setup Teams to cater for this, which can also include someone from the receiving agency for visibility if required.

Once the approver has reviewed the brief: 

• If they are happy for it to proceed, they should then Assign the brief to a member of the Agency, who should then formally Accept the brief.
•  If they are not happy for the brief to proceed, they can Reject the brief and provide the relevant feedback.

The receiving agency should only look for briefs which have been Submitted and Assigned to them, rather than just ‘Submitted’ briefs.

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