deal-desk-workflow-management

Deal desk approval routing assigns the correct approver tier—standard, elevated, executive, legal, or finance—by reading CRM deal fields and evaluating discount thresholds alongside risk signals. It ensures deals reach the right approver without manual routing.

SLA monitoring tracks deal desk approval deadlines using standard 24-hour windows and 4-hour windows during the final two weeks of a quarter. It automatically escalates on breach and creates Linear issues to maintain auditability.

CRM governance constraints enforce G-code guardrails during deal desk workflows, running discount and risk signal sub-steps to prevent accidental approvals or revenue leakage. The workflow logs outcomes back to the CRM.

A decision-ready deal desk context brief is assembled by reading CRM deal fields and combining sub-signal outputs like discount thresholds, non-standard terms, revenue leakage, and Tier 1 churn risk signals into a single routing package.

Pre-flight config validation is required before deal desk submission to verify configured thresholds, governance constraints, and CRM field readiness. This ensures the workflow can correctly assign approver tiers and enforce SLA escalation rules.

Deal desk re-routes and outcome logging are handled by re-evaluating discount tiers and non-standard terms, then applying gated write actions to record the final outcome in the CRM. Linear issue creation maintains the audit trail.