Currently, in V2 a user has to use Enerflo to create the lead in EverBright and then once the deal is completed in EverBright the data can be pushed back to Enerflo.

/span>

If a lead is created in EverBright FIRST it doesn't have a way to link the two in V2.

There is a ticket below requesting this to be added to follow up on.

How to use Enerflo with Everbright: Scribe