Most users generate reviews directly from a record in TRUE:

1. Navigate to a record in TRUE that has access to Reviews (such as a Lead, Quote, Job, Bid, or Contract).
2. Select the Reviews icon from the record.
3. In the Reviews module, click the "+" icon.
4. You will be prompted to automatically associate the review with the record you came from.
5. Enter your review details and assign users for approval.

Reviews support approval workflows for the following modules:

• Leads - Review lead qualification before conversion
• Quotes - Approve pricing and terms before sending to customer
• Jobs - Review job setup and scope before starting work
• Bids - Approve bid submissions for commercial projects
• Contracts - Review contract terms and conditions before execution

1. Open the Reviews module from Quick Actions.
2. Select the My Reviews or Open tab to see pending reviews.
3. Click on a review to view its details.
4. Review the associated record and any notes provided.
5. Click Approve to accept or Cancel to reject the review.

1. Open the review you want to modify.
2. In the Assigned section, click the "+" icon.
3. Select the additional users you want to assign.
4. The new reviewers will be notified and can take action on the review.

Each review maintains a complete Activity Log that tracks:

• Date - When each action occurred
• User - Who performed the action
• Activity - Description of what was done

You can also access historical review data using the Legacy feature for older records.

Reviews are typically assigned to manager-level users who have the appropriate permissions. Users must be explicitly assigned to a review to take approval actions. The person who creates a review selects which users should be assigned to approve it.

1. Open the completed review you want to archive.
2. In the Details section, check the Archive checkbox.
3. The review will be moved to the archived state and hidden from the default view.

To view archived reviews, toggle the Archive filter in the List View.