← Apps

CRM

crm.eviqo.internal · owned by Sales

Connected Contract v9 received 27 Oct 2026, 16:05 from the SDK on deploy

Give access to CRM

Give roles to one person, or add the app to a department's set — then everyone in it and its sub-departments gets them.

Roles

Viewer View customers and deals customers.readdeals.read Sales rep Work on deals Everything in Viewer, plus: deals.write Partner manager Manage partners customers.readpartners.manage Admin Everything, including exports Everything in Sales rep, plus: partners.managepipeline.export

Department sets

Executive and sub-departments

Everyone in the department gets these roles

Viewer
Edit
Marketing and sub-departments

Everyone in the department gets these roles

Viewer
Edit
Sales and sub-departments

Everyone in the department gets these roles

Sales rep
Edit

Personal access and exceptions

Nobody has personal access