{"id":4005,"date":"2026-05-29T19:36:02","date_gmt":"2026-05-29T19:36:02","guid":{"rendered":"https:\/\/aaxonix.com\/resources\/?post_type=glossary&#038;p=4005"},"modified":"2026-05-29T19:36:38","modified_gmt":"2026-05-29T19:36:38","slug":"approval-stage","status":"publish","type":"glossary","link":"https:\/\/aaxonix.com\/resources\/glossary\/approval-stage\/","title":{"rendered":"Approval Stage"},"content":{"rendered":"<style>\n.gt-body { font-family:'Poppins',sans-serif; color:#111; line-height:1.75; }\n.gt-def { border-left:4px solid #E8650A; padding:16px 20px; background:#fff8f4; border-radius:0 8px 8px 0; margin:0 0 32px; font-size:1.05rem; }\n.gt-section { margin:0 0 36px; }\n.gt-section h2 { font-family:'Fraunces',serif; color:#0A1628; font-size:1.5rem; margin:0 0 12px; }\n.gt-section p { margin:0 0 12px; }\n.gt-example-box { background:#f0f4ff; border-radius:10px; padding:20px 24px; margin:0 0 32px; }\n.gt-example-box strong { color:#2563EB; }\n.gt-related-pills { display:flex; flex-wrap:wrap; gap:10px; margin:0 0 32px; }\n.gt-related-pill { background:#f7f4ef; border:1px solid #ddd8cf; border-radius:20px; padding:6px 16px; font-size:0.875rem; color:#0A1628; text-decoration:none; transition:all .2s; }\n.gt-related-pill:hover { background:#0A1628; color:#fff; border-color:#0A1628; }\n.gt-see-also { margin:0 0 32px; }\n.gt-see-also-item { border-bottom:1px solid #ddd8cf; padding:12px 0; }\n.gt-see-also-item:last-child { border-bottom:none; }\n.gt-see-also-item a { font-weight:600; color:#2563EB; text-decoration:none; }\n.gt-see-also-item p { margin:4px 0 0; font-size:0.875rem; color:#68605a; }\n.gt-faq { margin:0 0 40px; }\n.gt-faq-item { border:1px solid #ddd8cf; border-radius:10px; padding:16px 20px; margin:0 0 12px; }\n.gt-faq-item h3 { font-size:1rem; color:#0A1628; margin:0 0 8px; }\n.gt-faq-item p { margin:0; font-size:0.9rem; color:#444; }\n<\/style>\n<div class=\"gt-body\">\n<div class=\"gt-def\">An Approval Stage in Zoho CRM is a single level within a multi-level Approval Process. Each stage has a designated approver  &#8211;  a specific user, role, or reporting manager  &#8211;  and a set of actions that fire when that stage is approved or rejected. Records must pass through all configured stages sequentially before the approval is complete.<\/div>\n<div class=\"gt-section\">\n<h2>How Multiple Stages Work<\/h2>\n<p>When an <a href=\"https:\/\/aaxonix.com\/resources\/glossary\/approval-process\/\" class=\"sp-content-link\">Approval Process<\/a> has two stages, the record first goes to Stage 1 approver. Once Stage 1 is approved, it automatically moves to Stage 2 approver. If any stage is rejected, the process stops and the submitter is notified with the rejection reason.<\/p>\n<p>Each stage can have different approvers and different actions on approval and rejection. For example, Stage 1 might update a &#8220;Pre-Approved&#8221; flag, while Stage 2 updates the &#8220;Final Approval&#8221; flag and triggers a contract generation function.<\/p>\n<\/div>\n<div class=\"gt-section\">\n<h2>Industry Example<\/h2>\n<div class=\"gt-example-box\"><strong>Enterprise Software Sales:<\/strong> An enterprise software company uses two approval stages for deals above INR 50 lakhs. Stage 1: Regional Sales Manager. Stage 2: VP of Sales. Both must approve before the deal moves to &#8220;Contract Drafting&#8221;. If either rejects, the deal returns to the rep with a mandatory rejection reason field.<\/div>\n<\/div>\n<div class=\"gt-section\">\n<h2>Related Terms<\/h2>\n<div class=\"gt-related-pills\"><a href=\"https:\/\/aaxonix.com\/resources\/glossary\/approval-process\/\" class=\"sp-content-link gt-related-pill\">Approval Process<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/blueprint-transition\/\" class=\"sp-content-link gt-related-pill\">Blueprint Transition<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/profile-crm\/\" class=\"sp-content-link gt-related-pill\">CRM Roles &#038; Profiles<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/role-hierarchy\/\" class=\"sp-content-link gt-related-pill\">Role Hierarchy<\/a>\n<\/div>\n<\/div>\n<div class=\"gt-section gt-faq\">\n<h2>Frequently Asked Questions<\/h2>\n<div class=\"gt-faq-item\">\n<h3>What is an Approval Stage in Zoho CRM?<\/h3>\n<p>An Approval Stage is one level within a multi-level Approval Process. Records pass through stages sequentially, with each stage having its own approver and actions. All stages must be approved for the overall approval to complete.<\/p>\n<\/div>\n<div class=\"gt-faq-item\">\n<h3>How many approval stages can Zoho CRM have?<\/h3>\n<p>Zoho CRM supports up to three sequential approval stages within a single Approval Process. For more complex multi-level approvals, Blueprint with custom transitions is the recommended approach.<\/p>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>An Approval Stage in Zoho CRM is a single level within a multi-level Approval Process. Each stage has a designated approver &#8211;\u2026<\/p>\n","protected":false},"template":"","meta":{"seo_title":"Approval Stage | Zoho Glossary","seo_description":"An Approval Stage in Zoho CRM is a single level within a multi-level Approval Process. Each stage has a designated approver \u2014 a specific user, role, or rep","seo_keyword":"approval stage","seo_faqs":"[{\"q\": \"What is an Approval Stage in Zoho CRM?\", \"a\": \"An Approval Stage is one level within a multi-level Approval Process. Records pass through stages sequentially, with each stage having its own approver and actions. All stages must be approved for the overall approval to complete.\"}, {\"q\": \"How many approval stages can Zoho CRM have?\", \"a\": \"Zoho CRM supports up to three sequential approval stages within a single Approval Process. For more complex multi-level approvals, Blueprint with custom transitions is the recommended approach.\"}]","term_type":"Technical","glossary_related":"","glossary_links":""},"glossary_category":[1238],"class_list":["post-4005","glossary","type-glossary","status-publish","hentry","glossary_category-zoho-crm"],"_links":{"self":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary\/4005","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary"}],"about":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/types\/glossary"}],"wp:attachment":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/media?parent=4005"}],"wp:term":[{"taxonomy":"glossary_category","embeddable":true,"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary_category?post=4005"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}