Critical decisions move forward with rules, ownership and history

Apply approval chains to partners and opportunities, control deadlines and prevent unauthorized moves while a decision is pending.

Every participant knows what they must decide

The flow distributes responsibility without removing context from the originating record.

The administrator configures the chain; the requester submits the item and tracks progress.

The approver receives the pending action and records the decision. Partners participate when allowed.

The matching chain is selected automatically and guides the decision to completion.

Administrator

Configure the chain

Define conditions, stages, approvers, deadlines and rejection behavior.
Requester

Submit the record

Send a partner or opportunity for review in context.
System

Select and control

Find the matching chain, notify owners and block movements when required.
Approvers

Decide by stage

Approve or reject with comments, sequence, consensus and required documents.
System

Conclude and record

Release the next step and preserve actions, owners, rounds and outcome.

Criterio	The flow controls	It is not intended to be
Partners	Onboarding approvals	A general HR or procurement process
Opportunities	Decisions and pipeline locks	BPM for every corporate process
Responsibility	User, role, department, manager or owner	An unassigned email inbox
Traceability	Timeline, comments, alerts and outcome	Informal approval without history

Which records can enter an approval flow?

The capability is mainly integrated with partner onboarding and opportunities.

Can an opportunity move while approval is pending?

Configuration can block pipeline movements during an active approval.

Does this replace a BPM platform?

No. Its scope is to govern decisions in PRM flows, not every corporate process.

NEXT STEP

Talk to a specialist to understand how to structure governance, co-sell, and performance across a channel operation.