Approval

In a CRM context, an Approval is a structured checkpoint where a record — such as a discount request, contract modification, or deal above a certain value — must be reviewed and authorized by a designated person or group before it can move forward. Approvals enforce business policies at scale: a sales rep offering a 30% discount without a manager's sign-off represents real financial risk. CRM-based approval processes replace ad-hoc Slack messages and email threads with a tracked, auditable workflow that shows who approved what, when, and with what authority. This is particularly important for companies operating across multiple regions with varying pricing policies.