Stage 5 · Approve
The partner decides what the destination is allowed to see
Opened from Northstar CRM by the account owner. Vinculo prepares the action. The partner reviews it, edits the message, and decides exactly what can be shared before anything is sent.
Observe›Interpret›Match›Check›Permission›Prepare›Approve›Execute›Learn
Prepared introduction
Generated draft — fully editable by the partner
817 characters · this exact text is what the destination sees
What can be shared
Turn off anything the partner does not want to share
- Prospect identity
- Partner identity
- Approved need summary
- Approved commercial context
- Partner-approved introduction text
Never shared under this relationship
- Northstar CRM notes
- Project details
- Source documents
- Communications
- Raw customer data
Action summary
- Prospect
- Atlas Energy
- Destination
- Labrynth
- Action
- Warm introduction
- Commercial model
- Referral
- Shared fields
- All approved fields
Exactly what will be shared
Only the approved information below will leave the partner
Included
- Prospect
- Atlas Energy
- Partner
- Northstar Consulting
- Need summary
- Energy regulatory compliance and licensing workflow
- Commercial context
- Referral under the approved Northstar–Labrynth relationship
- Introduction
- Partner-approved message text
Not included
- Northstar CRM notes
- Project details
- Source documents
- Communications
- Raw customer data
Prospect identityPartner identityApproved need summaryApproved commercial contextPartner-approved introduction text
Why this matters
The partner stays in control of the relationship. They can see, edit, remove, or stop anything before it is sent.
Approve the action to continue.