An Approval Process is configured on a module (such as Deals or Quotes) with a set of entry criteria that determine which records require approval. When a record meets those criteria and a user submits it for approval, the record enters a pending state and the designated approver receives a notification.
Approvers can approve or reject the record. On approval, configured actions run automatically (such as advancing to the next Blueprint State or updating a field). On rejection, a rejection reason is captured and the submitter is notified.
Approval Processes support multi-level approvals – for example, a deal above a certain value might first need the sales manager’s approval, then the VP’s approval, before it can proceed.
Approval Processes are a dedicated feature for review-and-sign-off flows. Blueprint is a broader process management tool that can incorporate approvals as one of its transitions – but Blueprint also handles sequential stages, field mandates, SLAs, and multi-step workflows beyond just approval. For simple approval needs, the Approval Process feature is easier to configure.
An Approval Process in Zoho CRM is a feature that routes records to designated approvers before a specific action can proceed. It supports single or multi-level approvals, automated actions on approval or rejection, and entry criteria to control which records require the process.
Yes. Approvers can review and approve or reject records from Zoho CRM’s mobile app and from the Zoho CRM email notification – making it possible to handle approvals without logging into the desktop interface.
Aaxonix is a certified Zoho implementation partner based in Pune. Architecture-first, no surprises.