Lead Permissions
- 🟢 Full Access
- 🟡 Conditional Access (e.g., based on ownership or context)
- 🔴 No Access
- 🟠Read-only
Lead Metadata​
| Key | Description | Associate Perms | Manager Perms | Administrator Perms |
|---|---|---|---|---|
| prospect | Linked Prospect record | 🔴 | 🟢 | 🟢 |
| quote sent | Indicates whether a quote has been sent | 🔴 | 🟢 | 🟢 |
Usage Details​
| Key | Description | Associate Perms | Manager Perms | Administrator Perms |
|---|---|---|---|---|
| usage confirmed? | Has the client confirmed their usage? | 🔴 | 🟢 | 🟢 |
| usage file | File proof of usage confirmation | 🔴 | 🟢 | 🟢 |
Bill Details​
| Key | Description | Associate Perms | Manager Perms | Administrator Perms |
|---|---|---|---|---|
| bill received? | Has the bill been received? | 🔴 | 🟢 | 🟢 |
| bill file | File attachment of the bill | 🔴 | 🟢 | 🟢 |
Contract Details​
| Key | Description | Associate Perms | Manager Perms | Administrator Perms |
|---|---|---|---|---|
| current contract copy? | Boolean: Is a current contract on file? | 🔴 | 🟢 | 🟢 |
| current contract file | Uploaded file of the current contract | 🔴 | 🟢 | 🟢 |
| current contract end date | End date of the current contract | 🔴 | 🟢 | 🟢 |
| current rate | Current contracted rate | 🔴 | 🟢 | 🟢 |
| esid number | Energy Service Identifier (or similar) | 🔴 | 🟢 | 🟢 |