Not able to see a type of equipment as an option when creating a design request for a lead?
Here is the workaround to see if the product through the EPC is active and which markets it is available in:
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Check the lead to see who the installer (EPC) is being used. /span>
Coak into the EPC and follow the steps to see if the equipment is inactive:
Admin > Users > Search Company (EPC) > EPC > Equipment /span>
Check for the equipment name the rep is looking for and then view the status. **Remember Modules is another name for Panels
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To see what markets this equipment is available click the edit button and scroll down to see what markets it is available for. Make sure it is available for the lead's state.
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Products are different than equipment. Here are the steps to find a partners products:
Admin > Users > Search Company > Sales Company> Products/span>/span>/span>b. Check for the product name listed and if it is active. The categories will show you if there is additional work required, taxable, dealer fees and if the product is active by having a box checked that is blue. /span>
Below is another Guru Card that explains more information on Adders & Equipment: