Approvals
Nothing on this list has been written. Each row is a change an agent prepared and a named person has to say yes to.
You are the named approver on 5 write types
Areev records how often you change what the agent proposed. After 30 days of clean journal you can propose relaxing a gate — and that change is itself an approval.
StatusItemSolutionSummaryPriorityReceivedAction
StatusNeeds approval
ItemProject GambleCrown Veterinary Group
SolutionDeal Intake AgentHurdle Advisory
SummaryCreate deal record from CIM · 4 actions pending
PriorityHigh
Received7 min ago
ActionApprove
StatusNeeds approval
ItemProject IrisRedline ready
SolutionNDA AgentHurdle Advisory
SummarySend NDA redline to counsel · 2 issues flagged
PriorityHigh
Received22 min ago
ActionApprove
StatusNeeds approval
ItemProject EchoEcho Software
SolutionDeal Analysis AgentHurdle Advisory
SummaryDeal screen filed to 04 – Company Analysis
PriorityMedium
Received1 hour ago
ActionApprove
StatusNeeds approval
ItemProject Bridge92 days since IOI
SolutionCRM AgentHurdle Advisory
SummaryFollow-up drafted to banker · no trade announced
PriorityMedium
Received2 hours ago
ActionApprove
StatusNeeds approval
ItemProject CrownBear Stearns
SolutionInbox AgentHurdle Advisory
SummaryReply drafted to banker · awaiting your send
PriorityLow
Received3 hours ago
ActionApprove