Deal Permissions
- 🟢 Full Access
- 🟡 Conditional Access (e.g., based on ownership or context)
- 🔴 No Access
- 🟠Read-only
Deal Metadata​
| Key | Description | Associate Perms | Manager Perms | Administrator Perms |
|---|---|---|---|---|
| lead | Reference to the tied Lead (and by extension, the Prospect) | 🔴 | 🟢 | 🟢 |
| partner deal | Toggle to indicate if this is a partner-referred deal | 🔴 | 🟢 | 🟢 |
| docusign_contract | Signed contract file from Docusign | 🔴 | 🟢 | 🟢 |
| contract_sold | Indicates that the sale is completed (final stage) | 🔴 | 🟢 | 🟢 |
Deal Details​
| Key | Description | Associate Perms | Manager Perms | Administrator Perms |
|---|---|---|---|---|
| supplier | The energy supplier the deal is executed with | 🔴 | 🟢 | 🟢 |
| supplier confirmation | Toggle indicating supplier approval of the deal | 🔴 | 🟢 | 🟢 |
| contract start date | Date when the contract begins | 🔴 | 🟢 | 🟢 |
| contract end date | Date when the contract terminates | 🔴 | 🟢 | 🟢 |
| annual usage | Estimated annual energy usage (used for rate calculations) | 🔴 | 🟢 | 🟢 |
| contract term (months) | Duration of the contract in months (typically 60) | 🔴 | 🟢 | 🟢 |
| uplift | Broker's markup added on top of base rate | 🔴 | 🟢 | 🟢 |
| sell rate | The final rate the deal was sold for | 🔴 | 🟢 | 🟢 |