Automated Approval Workflows

Hoicko CRM automatically triggers an approval workflow whenever a KYC form or sales order is submitted, routing it to the correct approval team without any manual assignment.

Where this automation is used: two of the most compliance-sensitive moments in the sales cycle—verifying a new customer (KYC) and confirming a sales order before it hits SAP—are both gated behind automatic approval routing, so nothing moves forward without a documented human decision.

How it works, step by step:

1. A user submits a KYC form or a sales order for approval.
2. Hoicko CRM automatically creates a pending approval request—no manual routing or email is needed.
3. The request appears under the assigned approver's Workflow tab, with full row-level detail (account name, customer code, status, and everything submitted).
4. The approver reviews the details and clicks Approve or Reject.
   Image 
5. The decision—along with the approver's name and exact timestamp—is permanently logged under Workflow History.

Image 

Key highlights:

• No manual assignment—the system determines the right approver automatically
• Full context is shown at the point of approval, so approvers don't need to hunt for details elsewhere
• Every decision is timestamped and permanently retained for audit purposes

FAQ

• Can more than one person approve the same request?

The workflow is routed to the assigned approver(s) for that stage; multi-stage approvals show each required stage separately in Workflow History.

• Is a rejected request permanently closed?

A rejection is logged in Workflow History; the submitting team would need to correct and resubmit the KYC or sales order for it to re-enter the approval queue.