Verify Deal
The Verify Deal action confirms that a deal has been reviewed and finalized. After verification, the deal becomes locked for editing.
Access to this functionality is configured individually for each user in the admin panel:
Company Structure → Users → Settings → Deals tab → Deal verifier.
Only users with this setting enabled can verify deals.
Verifying a Deal
When a deal is opened in edit mode, the button becomes available for users with the required permission.
After the action is confirmed:
The deal becomes read-only. Editing of deal fields is no longer allowed.
Documents can still be attached to the deal.
The header of the Deal card displays the verification record in the following format:
Verified by <User Name> on <Date>.
To apply the verification, the deal must be saved using the button in the lower-right corner of the window.
Unverify Deal
After verification, the button becomes available.
This action removes the verification and restores the ability to edit the deal.
Verification does not freeze the financial data of the deal.
If data in the Accounting Module changes after verification (e.g., invoice amounts or payments), the deal economy is recalculated automatically. This includes all related financial values, such as commissions.
The deals list contains two additional columns related to verification:
Is Verified: Indicates whether the deal has been verified.
Verified By: Shows the user who verified the deal.