Add/Edit Company-Level Approval Requirements
Approval requirements can be tailored to a client’s workflow and deal complexity. These requirements determine when a deal must pause for approval and who is authorized to approve it.
🛠️ Where to Configure
Navigate to:
Company Settings > Approval Requirements
🔧 Editable Fields
🏁 Stage Gate (Required)
Specifies the stage at which an approval is required. The deal cannot advance to the next stage without an approval at this gate.
🧩 Substage Gate (Optional)
Sets an approval requirement at a substage. The deal will not proceed to the next substage or stage without required approval.
👥 Approvers
Approvers can be defined using:
Specific Users
Roles
Property Attributes (e.g., property manager, region lead)
🎭 Roles
Displays the role associated with the approval step, if configured.
📋 Approval Criteria Options
Approval requirements can be based on any combination of the following criteria:
Area
Rent
Tenant Improvements (TI)
BreakEven %
Initial Cost
Net Effective Rent (NER)
Total Commission
Property Area %
Deal Type – Criteria can apply to specific deal types only.
🔄 Additional Configuration Flags
✅ Match All Criteria
Toggle to specify whether all listed criteria must be met (Yes) or if any can trigger the requirement (No).
🟢 Enabled / Disabled
Approval steps can be activated or deactivated using this flag.
The system will also show disabled steps for visibility and audit tracking.
⏩ Auto Advance Stage
When enabled, the deal will automatically progress to the next approval-required stage once the current approval is granted.
🔢 Order
Specifies the sequence in which multiple approval requirements are processed.
🛡️ Why Use Approval Requirements?
Implementing company-level approval rules helps ensure that:
Critical financial metrics are reviewed
The correct approvers are always engaged
Deals follow a structured, auditable path to execution
For assistance with setup or complex configurations, please reach out to the Deal Manager Support Team.