Resources / Glossary / Follow-up and workflows
Approved action
Something software is allowed to do on its own because a manager authorized that specific kind of action in advance.
An approved action is a standing permission with edges. A store might allow a system to send a confirmation text for an appointment that already exists, or to log a call summary against the right customer record, while requiring a person to approve anything that quotes a price, changes a deal or reaches a customer who asked not to be contacted.
Approvals should be written as categories rather than granted case by case, and they should be easy to withdraw. The list is a policy document, even when it lives in a settings screen.
Why it matters for a sales manager
Automation without a permission list is a bet on software judgment, and the first bad outcome lands on the store rather than on the supplier. Deciding in advance what may happen without a person, and what always waits for one, is the difference between a tool your team trusts with real customers and one that gets switched off after a single embarrassing text.