← 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

Roles and permissions are sent by the app itself. They can't be changed here — only given to people and departments.

Viewer: View customers and deals
Sales rep: Work on deals
Partner manager: Manage partners
Admin: Everything, including exports

Permission	ViewerView customers and deals	Sales repWork on deals	Partner managerManage partners	AdminEverything, including exports
Customers
`customers.read` View customers Viewer Sales rep Partner manager Admin	✓	✓	✓	✓
Deals
`deals.read` View deals Viewer Sales rep Admin	✓	✓	—	✓
`deals.write` Create and edit deals Sales rep Admin	—	✓	—	✓
`pipeline.export` Export the pipeline Admin	—	—	—	✓
Partners
`partners.manage` Manage partners Partner manager Admin	—	—	✓	✓