--- sourceDocument: Brazil Sales Customer Relationship Management sourceDocumentLink: https://www.servicenow.com/docs/r/order-management Release : - brazil ft:locale : - en-US ft:publication_title : - Brazil Sales Customer Relationship Management ft:clusterId : - omgmt bundleId : - omgmt workflow : - Customer and Industry --- # Advanced Approval Management # Configuring Advanced Approval Management {#ariaid-title1} Release version: Brazil Updated September 10, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Configuring Advanced Approval Management Advanced Approval Management enables ServiceNow customers to automate and manage approval workflows for Sales Customer Relationship Management (CRM) entities such as customer quotes. By installing the Advanced Approval Management application, organizations can create tailored approval processes that comply with company policies and streamline sales operations. Show full answer Show less ## Key Features * **Environment Setup:** Install required plugins including Advanced Approval Management and Sales CRM plugins (e.g., Quote Management), enable approval functionalities, and configure the user interface. * **Approval Configuration:** Create detailed approval workflows by defining: * Conditions that trigger approval workflows based on business policies. * Approval rules specifying criteria and approvers. * Approval chains to sequence multiple approval steps. * Individual approval users and approval groups for task assignments. * **Enhanced Capabilities (from release 1.0.1):** Enable approval request consolidation, escalations, and email reminders. * **Smart Reapprovals:** Reuse previous approvals for resubmitted requests to reduce redundant reviews. * **Notifications:** Configure system notifications to keep requesters and approvers informed about approval statuses and rejections, with options for customization. * **Delegation:** Set up granular delegation rules allowing approvers to delegate approval tasks, especially useful when integrated with Employee Service Management. ## Practical Application and Workflow To configure Advanced Approval Management, follow these practical steps: * Complete environment setup by installing necessary plugins and enabling required roles. * Create an approval configuration specific to your Sales CRM entity (quotes, orders, etc.). * Define trigger conditions that reflect your company's approval policies. * Develop approval rules and optionally approval chains to structure multi-step approvals. * Assign individual approvers and groups to these rules for clear responsibility. * Set up and customize notification templates to maintain transparent communication. * Implement delegation settings to ensure continuity when approvers are unavailable. This structured approach empowers organizations to automate complex approval workflows efficiently, ensuring compliance and timely processing within Sales CRM processes. Install the Advanced Approval Management application to build workflows that automate the approval process for Sales Customer Relationship Management entities such as customer quotes. ## Configuration overview {#configuring-advanced-approval-management__cf-config-overview-intro} ## Advanced Approval Management configuration overview {#configuring-advanced-approval-management__cf-config-parent-checklist} Configuring the Advanced Approval Management involves the following sections: * Environment Setup: Establish the system foundation by installing required plugins, enabling approval functionality, and configuring the user interface. * Approval Configuration: Create business-specific approval rules, conditions, and workflows for your entities (for example, quotes, orders) that requires approval management. {#configuring-advanced-approval-management__ul_config_phases} 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/xQArNIoOjkjcb3xmPx4CiQ "Reference topics provide additional information about Advanced Approval Management.") and [Components installed with Sales Common](https://www.servicenow.com/docs/sGK9bRYDWkB6dl~Xfyrxtw "Several types of components are installed with activation of the Sales Common (sn_sales_common) plugin, including user roles and tables."). 1. [Install Advanced Approval Management](https://www.servicenow.com/docs/pReJ7YRGCcfrtxrNXpLt~Q "You can install the Advanced Approval Management application (sn_adv_appr_mgmt) if you have the admin role.The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed."). You can install the Advanced Approval Management application (sn_adv_appr_mgmt) if you have the admin role. Note: The plugin for the Sales Customer Relationship Management application for which you are creating workflows, such as Quote Management, must also be installed. 2. [Create an approval configuration](https://www.servicenow.com/docs/O4D5t0MuBugqqM5g9EANow "Create an approval configuration for a Sales Customer Relationship Management entity, such as quotes."). Create an approval configuration for a Sales Customer Relationship Management entity, such as quotes. An approval configuration contains the approval elements that you define to automate approval workflows: conditions that trigger approval workflows, approval rules, approval chains, and approval users and groups. Starting with the 1.0.1 release, you can enable certain features for the configuration, namely approval request consolidation, escalations, and email reminder features. 3. [Create conditions that trigger approval workflows](https://www.servicenow.com/docs/2xPawIzrq27EROLW78QA6A "Define one or more conditions that apply company policies, such as legal guidelines or pricing rules, to trigger an approval workflow. Also enable the smart reapprovals feature, which allows previous approvals to be used for a resubmitted approval."). Define one or more conditions that apply company policies, such as legal or pricing guidelines, to trigger an approval workflow. Also enable the smart reapprovals feature, which allows previous approvals to be used for a resubmitted approval. 4. [Create approval rules](https://www.servicenow.com/docs/~llEy6rwkWgYJuw70PZlCw "Define rules for approval workflows. An approval rule identifies the functional approver for the workflow, such as a Finance Manager or Operations Manager. The rule also associates approvers with the appropriate approval trigger conditions, and defines escalation details for reassigning approvals to another approver for the rule."). Create approval rules that define the approval criteria and approvers for an approval step. 5. [Create approval chains](https://www.servicenow.com/docs/NQYiZePrN2CVyEMlHlAIRg "Optionally create approval chains that control the sequence in which two or more approval rules (steps) are run."). Optionally create approval chains that control the sequence in which two or more approvals are run. 6. [Define an approval user](https://www.servicenow.com/docs/kHPT6VX_lCfz~i00JvN0zw "Define an approver in Advanced Approval Management and the associated approval rule that they review during the approval process."). Define the approver and the associated approval rule that they review during the approval process. 7. [Define an approval group](https://www.servicenow.com/docs/Ble~wNabl_j8Ad9s0W~aIQ "Define the approval group, such as a contract or finance group, and the associated approval rule that they review during the approval process."). Define the group that can approve requests for a specified approval rule. 8. [Set up approval notifications](https://www.servicenow.com/docs/2FRAJ93JulyMWdidFODpUA "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.") to deliver approval status to requesters and inform approvers of approval rejections. You can customize these system notifications if needed. 9. [Configure granular delegation rules for an approver](https://www.servicenow.com/docs/WbTmZBYpCBeHgzGc9jnmxg "Set up delegation rules that enable an approver in Advanced Approval Management to assign a delegate who can accept or reject approval requests on behalf of the approver.") if your organization uses Employee Service Management and your approvers want to delegate approval tasks when they're not available or away from work. {#configuring-advanced-approval-management__cf-config-parent-tasks-ol} ## Configuration workflow {#configuring-advanced-approval-management__cf-config-workflow-diagram} The following workflow illustrates the end-to-end process for configuring the Advanced Approval Management: 1. Complete all [environment setup tasks](https://www.servicenow.com/docs/7H8Tqzio70_OqyWb7gDiPw "Complete the setup tasks before creating approval configurations and workflows. These prerequisites enable the approval system for a CPQ implementation.") to establish the system foundation. 2. Create an approval configuration for your entity (quote, order, or other Sales Customer Relationship Management entity). 3. Define trigger conditions that specify when approval workflows should be initiated. 4. Create approval rules that define approval criteria and assign approvers. 5. Optionally create approval chains to orchestrate complex multi-step approval sequences. 6. Assign individual approvers and approver groups to approval rules. 7. Configure system notifications to inform requesters and approvers of approval status. 8. Configure granulation delegation if your organization is using Employee Service Management and your approvers want to delegate their approval tasks to another employee. {#configuring-advanced-approval-management__ol_workflow_steps} **Related concepts** * [Advanced Approval Management](https://www.servicenow.com/docs/69lo3eIylXiFSPVeJXbT2w "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.") * [Using Advanced Approval Management](https://www.servicenow.com/docs/QVsdsJRdNcRFNuRuRYoZBA "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.") * [Notifications in Advanced Approval Management](https://www.servicenow.com/docs/2FRAJ93JulyMWdidFODpUA "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.") * [Advanced Approval Management reference](https://www.servicenow.com/docs/xQArNIoOjkjcb3xmPx4CiQ "Reference topics provide additional information about Advanced Approval Management.")