Stage Approvals allow you to require approval before Opportunities can move into specific stages in your Pipeline. This is useful for enforcing gate reviews, leadership approvals, or validation requirements before advancing Opportunities.
Enable Stage Approval Workflows
Stage approvals require Pipeline Permission Management to be enabled.
Step 1: Navigate to the Pipeline you want to configure.
Step 2: Click User Access in the top right corner of the Pipeline page.
Step 3: Enable the following settings:
Enable Permission Management
Require Stage Transition Approvals
Step 4: Assign appropriate roles to users.
Available roles include:
Admin — Full pipeline control and approval authority
Editor — Can manage opportunities but cannot approve transitions
Viewer — Read-only access
Stage Transition Approver — Can approve or reject stage transition request
Important:
When Permission Management is enabled, users default to no access. You must assign roles before users can access the Pipeline.
Configure a Stage to Require Approval
Once approvals are enabled, you can configure specific stages to require approval.
Step 1: Click on the Stage name.
Step 2: Enable the Approval Required checkbox.
Step 3: Click Save Changes.
Any Opportunity moved into this stage will now require approval.
Submit a Stage Transition Request
When a user attempts to move an Opportunity into a stage requiring approval, they will be prompted to create a request.
Step 1: Move the Opportunity into the approval-required stage.
Step 2: Click Create Request.
The Opportunity will display a Request Pending status until approved.
Approvers will also receive an email notification.
Approve or Reject Stage Transition Requests
Admins and Stage Transition Approvers can review and act on pending requests.
Step 1: Click on the Opportunity with the pending request.
Step 2: Review the request details.
Step 3: Choose one of the following actions:
Approve — Moves the Opportunity into the new stage
Decline — Prevents the stage transition
Void Request — Cancels the request
Add comments — Provide reasoning or feedback
Track Approval Activity
Approval activity is automatically logged.
Users can view activity from the Inbox, including:
Approval requests
Approval decisions
Comments and reasons
Stage transition history
How Stage Approvals Work (Summary)
Admin enables Permission Management and Stage Transition Approvals
Admin assigns Stage Transition Approvers
Admin configures stages to require approval
Users submit requests when moving Opportunities into approval stages
Approvers review and approve or reject requests
Opportunity moves automatically once approved