Approvals

Control Every Decision.
Before It Happens.

Approval workflows built into your CRM. Gate deals, discounts, and actions behind the right sign-offs, with full audit trails.

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Live in the platform · Approvals
From the Help Center

Approvals That Keep You In Control

Watch short walkthroughs and step-by-step guides, straight from our Help Center.

Ai-agents

How to Review & Approve AI Agent Actions

When AI agents draft emails or take actions on your behalf, the approvals queue lets you review, edit, and approve before anything is sent. It now validates each action and flags sender or safety issues before you approve, plus a direct link to the conversation thread for context.

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Approval Questions

Everything You Need To Know

Any deal action: discounts, quotes, stage changes, high-value deals, refunds, or custom actions. You define the rules.
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