Approval Process
An Approval Process is a configured sequence of review steps that governs when records in a CRM must be escalated for authorization and who is empowered to approve them. Unlike a single approval, a process can involve multiple stages, for example, a deal over $50,000 first requires a sales manager's approval, and a deal over $200,000 additionally requires CFO sign-off. Approval processes can be triggered automatically by field values, deal stages, or record types. They create a consistent, policy-compliant path through high-stakes decisions and generate an audit trail that is essential for financial reporting, regulatory compliance, and post-deal reviews.
An approval process is a configured sequence of review steps that controls when a record must be escalated for authorization and who can approve it. Unlike a single approval, a process can chain stages, a deal over one threshold needs a manager, a larger one also needs finance sign-off. Triggers can fire automatically on field values, stages, or record types. The result is a consistent, policy-compliant path through high-stakes decisions, plus an audit trail for reporting and reviews.
Frequently Asked Questions
A configured sequence of review steps that determines when a record needs authorization and who can approve it, often chaining multiple stages by value or type.