---
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


---

# Deal Registration approvals

# Deal Registration approvals {#ariaid-title1}

Release version: Brazil  
Updated October 21, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read
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## Summary of Deal Registration approvals

Deal Registration approvals enable deal agents to submit deals for approval using a flexible, configurable workflow built on the Advanced Approval Management framework.
This process ensures that deals meet your organization's business criteria and are reviewed by appropriate approvers based on customizable rules related to deal characteristics.
The system maintains an audit trail and adapts to evolving business needs through configurable approval workflows.
Show full answer Show less  

## How approvals work

* Deal agents create and submit deals for approval from the Under Review state.
* The system evaluates if approval is needed based on your configured rules.
* Approvers are identified and sent approval requests.
* The deal moves to Pending Approval while awaiting decisions.
* Approvers review and either approve or reject the deal.
* The deal transitions to Approved if accepted or Closed (Rejected) if declined.

## Key components

* **Approval Rules:** Define when approval is required and who should approve deals.
* **Trigger Conditions:** Specify deal criteria (e.g., deal size) that activate approval rules.
* **Approval Requests:** Automatically generated requests that track approval steps and approvers.
* **Approval Steps:** Sequential decision points representing each approver's action.
* **Approvers:** Users assigned the Approver role to review and approve/reject deals; this role must be manually assigned by admins.
* **Approval Reminders:** Automated notifications to approvers about pending requests.

## Deal states and transitions

* **Draft:** Deal created but not submitted; can be edited or deleted.
* **Submitted:** Deal submitted for initial internal review.
* **Under Review:** Internal evaluation; deal agents can submit for approval here.
* **Pending Approval:** Deal awaits approver decisions; record is read-only.
* **Approved:** Deal has all necessary approvals and can be further modified or moved to Closed.
* **Closed:** Deal work completed; opportunity created; read-only.
* **Canceled:** Deal canceled and inactive; read-only.

## Roles and responsibilities

* **Deal Agents:** Submit deals for approval; can submit deals beyond those they created.
* **Deal Registration Admins:** Configure approval rules, trigger conditions, approver groups, and reminders.
* **Approvers:** Review and approve or reject deals; must be assigned the Approver role manually by admins to access approval requests.

**Important:** Approvers cannot access approval requests without the Approver role manually assigned by an admin.

## Additional details

* Approval workflows must be configured by your organization; no demo configurations are included.
* Approval functionality is available in CRM Workspace and Partner Workspace, not on the Partner portal.
* Submitting a deal for approval routes it through your configured workflow and identifies approvers automatically.  
Enable deal agents to submit deals for approval through a configurable approval workflow built on the Advanced Approval Management framework.

## Deal approvals overview {#deal-registration-approvals-overview__overview}

Deal registration approvals provide a flexible, configurable workflow to route deals through your organization's approval process. Instead of hard-coded approvers and fixed
conditions, you can define custom approval rules based on deal characteristics to ensure that the right approvers review each deal.{#deal-registration-approvals-overview__deal-registration-approvals-overview-para-1}

Deal approvals help your organization by:{#deal-registration-approvals-overview__deal-registration-approvals-overview-para-3}

* Verifying that deals meet business criteria before approval
* Routing deals to the appropriate reviewers based on deal characteristics
* Maintaining an audit trail of all approval decisions
* Enabling flexible approval workflows that adapt to business needs
{#deal-registration-approvals-overview__ul_hfh_jvt_zjc}

## How approvals work {#deal-registration-approvals-overview__approval_flow}

The deal approval process follows these steps:{#deal-registration-approvals-overview__deal-registration-approvals-overview-para-4}

1. Agent creates a deal and submits it for approval from the Under Review state.
2. System evaluates whether approval is needed based on configured rules.
3. System identifies approvers based on the triggered approval rule.
4. System sends approval requests to the designated approvers.
5. Deal moves to Pending Approval state while awaiting approval.
6. Approvers review the deal and select Approve or Reject.
7. Deal moves to Approved or Closed (Rejected) based on the decision.
{#deal-registration-approvals-overview__ol_approval_steps}

## Key approval components {#deal-registration-approvals-overview__key_components}

The deal registration approval workflow consists of the following components:{#deal-registration-approvals-overview__deal-registration-approvals-overview-para-5}
{#deal-registration-approvals-overview__table_approval_components__entry__2}

| Component | Description |
|-|-|
| Approval Rules | Define the conditions and approvers for a deal submission. Each rule specifies when it applies and who should approve. |
| Trigger Conditions | Specify when a deal requires approval, for example, deal size less than $1 million. When a condition is met, its associated approval rule is triggered. |
| Approval Requests | Automatically created when a deal is submitted for approval. Each request tracks the approvers and approval steps. |
| Approval Steps | Sequential stages within an approval request. Each step represents a single approver's decision point. |
| Approvers | Users designated to review and approve or reject deals. Approvers must be manually assigned the Approver role. |
| Approval Reminders | Automatic notifications sent to approvers about pending approval requests based on configured frequency. |
[Table 1. Deal approval components]

{#deal-registration-approvals-overview__table_approval_components}

## Deal states and transitions {#deal-registration-approvals-overview__deal_states}

{#deal-registration-approvals-overview__table_any_cyt_zjc__entry__4}

| State | Description | Transitions To | Available Actions |
|-|-|-|-|
| Draft | Deal has been created but not yet submitted for review or approval | Submitted | Edit deal, Submit, Delete. |
| Submitted | Deal has been submitted for initial review by internal team | Under Review, Canceled | Create tasks, Add work notes, Move to Under Review. |
| Under Review | Deal is being evaluated by the internal team. Submit for approval from this state | Pending Approval, Closed, Canceled | Create tasks, Preview \& Submit for approval, Add work notes. |
| Pending Approval | Deal is routed through the approval workflow and is awaiting approver decisions | Approved, Closed (Rejected) | View Approvals tab, Create tasks, Add work notes (record is read-only). |
| Approved | Deal has received all required approvals and is cleared to move forward. Record is editable | Closed, Canceled | Create opportunity, Create tasks, Add work notes, Move to Closed or Canceled. |
| Closed | Deal work is completed and opportunity has been created | None | View only (read-only state). |
| Canceled | Deal has been canceled and is no longer active | None | View only (read-only state). |
[ ]

{#deal-registration-approvals-overview__table_any_cyt_zjc}

## Approval personas and roles {#deal-registration-approvals-overview__user_personas_approval}

Three main personas are involved in the approval workflow based on the Advanced Approval Management.{#deal-registration-approvals-overview__deal-registration-approvals-overview-para-6}

* Deal agents (Enterprise B2B and B2C): Submit deals for approval. The Approval Request Writer role is inherited from the Advanced Approval Framework. Can submit any deal for approval, beyond deals they created.
* Deal registration admin: Configure approval rules, trigger conditions, and approver groups. The Approval Rule Admin role is inherited from the Advanced Approval Framework.
* Approvers: Review and approve or reject the submitted deals. Must be manually assigned the Approver (sn_adv_appr_mgmt.approval_request_approver) role by the deal registration admin to access approval requests.

{#deal-registration-approvals-overview__ul_personas}  
Note:  
* Unlike other roles, the approver role must be manually assigned by the admin to each user who approves deals. This is critical---without this role, approvers can't access approval requests.
* Demo approval configuration is not included in this release. You must configure your own approval rules and trigger conditions.
* Deal approval is available in CRM Workspace Partner Workspace, not on the Partner portal.
{#deal-registration-approvals-overview__ul_xwj_p1d_1kc}

## Deal states during approval {#deal-registration-approvals-overview__approval_states}

A deal moves through specific states during the approval process:{#deal-registration-approvals-overview__deal-registration-approvals-overview-para-7}

* Under Review: Deal is created and in initial state. Deal agents can submit for approval from this state.
* Pending Approval: Deal is submitted and is awaiting approver decisions. Deal record is read-only to prevent changes during review.
* Approved: All approval steps are complete and deal is approved. Deal can move to Closed or be further modified.
* Closed (Rejected): An approver rejected the deal, ending the approval process. Deal can't be re-approved.
{#deal-registration-approvals-overview__ul_states}
* **[Submit a deal for approval](https://www.servicenow.com/docs/9G6uAfX6NfGefrFcNZZVxQ)**   
  Submit a deal for approval to route it through your organization's configured approval workflow and identify the approvers.
* **[Approval configuration setup](https://www.servicenow.com/docs/G3wtkmY9pir7U2uLX0Whfw)**   
  Configure deal registration approval rules, trigger conditions, approver groups, and reminders to implement your organization's approval workflow.