Sometimes, a company admin will chat in to request chat support to delete a deal type that is no longer used by the company.
Here are the steps that we take to delete a deal type:
Go to Admin > companies > search the name of the company> view
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Go to agreements & deals. Here you will see the list of deal types assignments that the company has. Click on "remove" to delete the deal type the company admin requested to delete.
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The companies that are part of an EPC's sales team do not have their own Enerflo account, and therefore, you will not find their deal types (if you go to companies > agreements and deals) and this is because these companies have the EPC's deal types assigned. ( American Solar LLC is an example of a company that is part of an EPC, Fastrac Energy Services)
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So you will need to go cloak in as the EPC > sales team list > search the company > settings > and uncheck the box of the deal type you want to remove./span>
For the companies that have their own Enerflo account and are also part of an EPC's sales team, we need to delete the deal type in BOTH PLACES.
If after doing this, the deal type still shows up for the company, this will need further investigation.