Building the account view
Building the account view
Agreement clocks and financial records arrive independently; available sections render first.
Agreement clocks and financial records arrive independently; available sections render first.
Configure the sales handoff and the protection requested for deal registrations. Policies need two finance users and apply only from their approved effective date.
Fictional policy workspace. Approval changes only this resettable demo. The seeded proposal has a different author so that two people review it; live commercial policy and provider gates are unaffected.
Connect the control database and sign in with your finance identity. Demo personas cannot approve live policy.