Lavisho TT Workflow & Approval Engine
Multi-step approvals, an approval inbox, decision history and escalations for sales and operations teams in Lavisho TT.
What is Workflow & Approval Engine in Lavisho TT?
Multi-step approvals, an approval inbox, decision history and escalations for sales and operations teams in Lavisho TT.
Why teams need workflow & approval engine
The problem
Disconnected records, manual handoffs and unclear access make it harder to keep sales and operations aligned.
How Lavisho TT solves it
Use connected customer records, company-scoped permissions and a traceable workflow in the same workspace. Availability follows your selected plan and provider setup.
Key benefits
Multi-step decisions
Define approval steps and recipients for requests such as expenses, discounts and operational decisions.
Approval inbox
Review requests assigned to you, inspect context and record an approval or rejection with a decision trail.
Escalations
Overdue requests can notify the appropriate recipients so stalled approvals receive attention.
Versioned workflows
Update a workflow without rewriting the approval history of requests already running.
Workflow & Approval Engine features in Lavisho TT
Multi-step decisions
Define approval steps and recipients for requests such as expenses, discounts and operational decisions.
Approval inbox
Review requests assigned to you, inspect context and record an approval or rejection with a decision trail.
Escalations
Overdue requests can notify the appropriate recipients so stalled approvals receive attention.
Versioned workflows
Update a workflow without rewriting the approval history of requests already running.
How it works
- 1
Configure your company
An authorized admin chooses the relevant policies, roles and provider settings.
- 2
Connect the work
Use your existing customer, lead and activity records rather than separate copies.
- 3
Work within your access
Employees and viewers see only information their company authorizes.
- 4
Review outcomes
Use history and reports to follow up and refine the process.
Common use cases
- Sales teams coordinating customer follow-up
- Company admins managing accountable collaboration
- Managers reviewing their authorized team activity
Why choose Lavisho TT for workflow & approval engine
- Connected to CRM and field activity in one workspace.
- Company-scoped access and auditable changes.
- 14-day free trial; pricing starts at $9 per user/month.
Workflow & Approval Engine — frequently asked questions
Are approvals auditable?
Yes. Decisions and changes retain their history, with company-scoped access and tamper-resistant audit logging. Workflow availability and limits depend on your plan.
Related pages
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Glossary
- CRM
CRM (Customer Relationship Management) is software that organizes a company’s contacts, deals, and interactions with customers in one place.
Ready to connect your field team to your sales pipeline?
Start your 14-day free trial. No credit card — a real person reviews and activates your workspace, usually within one business day.