---
sourceDocument: Australia Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/order-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Advanced Approval Management

# Using Advanced Approval Management {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Sales teams can use workflows for approving Sales Customer Relationship Management entities such as customer quotes. Workflows begin with approval requests submitted by sales agents, which are then routed for approval by designated approvers.
Prerequisite: Ensure the necessary roles are added and configured, if not already, to configure Advanced Approval Management and manage approvals. For more information, see [Advanced Approval Management reference](https://www.servicenow.com/docs/j3_0tu9ha~hrh4iophi5kw "Reference topics provide additional information about Advanced Approval Management.") and [Components installed with Sales Common](https://www.servicenow.com/docs/UoYvCqPDq8g7YOIA4jqSzg "Several types of components are installed with activation of the Sales Common (sn_sales_common) plugin, including user roles and tables.").
* **[Tracking approval status and history](https://www.servicenow.com/docs/3BJDBGBylRR7D2hZjFNYYA)**   
  Monitor the progress of an approval request as it moves through the steps in an approval workflow.
* **[Working with approval requests as a requester](https://www.servicenow.com/docs/m2ze82MocJuY3PF3EoJJqg)**   
  As a requester with the approval request writer role, when you submit your request for approval, you preview it, then request approval. You can also recall a request if you need to make changes or update a request if it was rejected, then resubmit it for approval.
* **[Submit a quote for approval](https://www.servicenow.com/docs/rwbHaBgfDFXxDD~16K8aCg)**   
  Submit a quote for approval when you have configured approval rules that require authorization before the quote can be completed.
* **[Add ad-hoc approvers to an approval request](https://www.servicenow.com/docs/jS2YCNyEtJGZo6uzn8KekQ)**   
  As a requester or an approver, add one or more ad-hoc approvers to an approval request in Advanced Approval Management.
* **[Working with approval requests as an approver](https://www.servicenow.com/docs/QviGs2QqWAbK8Lqn2pY7Tg)**   
  As an approver, you can approve or reject the requests in the approval workflow or from the notifications informing you of approval requests for items such as customer quotes. You may also receive approval reminders for pending approval requests.
* **[Review and approve a submitted quote](https://www.servicenow.com/docs/~zpN4xOPb_U~W1DzJBEaww)**   
  As an approver, review the details of a submitted quote and approve the request when it meets your organization's requirements.
* **[Reject or return a quote for revision](https://www.servicenow.com/docs/Mitonh022mo1DRl_Z9KBdA)**   
  As an approver, reject or return a submitted quote when it does not meet organizational requirements. The quote requester can then revise and resubmit for approval.
* **[View approval history and track status](https://www.servicenow.com/docs/kPYegX6GwJ_zLMakyoCuNg)**   
  Track the progress of submitted quote approval requests. View the complete history of approvals and rejections for audit and reference.

**Related concepts**   

* [Advanced Approval Management](https://www.servicenow.com/docs/8_qr8Y~TR9jlV4iT1QX9_Q "The Advanced Approval Management application enables you to define workflows for approving Sales Customer Relationship Management entities, such as customer quotes, in your sales organization.")
* [Configuring Advanced Approval Management](https://www.servicenow.com/docs/3rAH6V4ncAQIBmlZCYjnng "Install the Advanced Approval Management application to build workflows that automate the approval process for Sales Customer Relationship Management entities such as customer quotes.")
* [Advanced Approval Management reference](https://www.servicenow.com/docs/j3_0tu9ha~hrh4iophi5kw "Reference topics provide additional information about Advanced Approval Management.")
* [Notifications in Advanced Approval Management](https://www.servicenow.com/docs/VJ4D_FBk4L57PmtGYFEE_w "In Advanced Approval Management, as an approval request moves through the approval process, notifications about the status of the approval request are sent automatically to approval requesters and approvers.")  
**Related tasks**   

* [Create an approval configuration](https://www.servicenow.com/docs/HKS5Ie6oKT559n3n7uNK2Q "Create an approval configuration for a Sales Customer Relationship Management entity, such as quotes.")