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Custom Adder Missing in V2 (Example Re-reroof Custom Adder)
Custom Adder Missing in V2 (Example Re-reroof Custom Adder)

Custom Adder Missing in V2 (Example Re-reroof Custom Adder)

Emilie avatar
Written by Emilie
Updated this week

If a custom adder is not an option within V2 and is not populating to use in your deal, an admin can follow the steps below to troubleshoot.

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  1. Check to make sure that the adder is active in V2 Adder Settings Log into V2 > Settings > Pricing > Adders /span>

  2. Click on the adder in question from this image above and check to see the settings are set up to allow a manual toggle on proposal or have auto-apply selected depending on what the admin wants to show for sales reps /span>

  3. Then check to make sure there is a question added to add the pricing in under Input fields. If there is not a question then Enerflo's Tier 2 team will have to set this up for them to add a custom amount in. /span>

  4. If all of the above are correct then click on the pencil next to the pricing option/span>

  5. Make sure that the Authorized Dealer is selected for the Sales Org and also check to make sure that the market is included for this adder that the lead is in. /span>

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