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How to Turn on/Turn off Design Approval Button Feature in V2 for Sales Reps
How to Turn on/Turn off Design Approval Button Feature in V2 for Sales Reps

How to Turn on/Turn off Design Approval Button Feature in V2 for Sales Reps

Emilie avatar
Written by Emilie
Updated yesterday

Here is a tutorial to turn off and on the Design Approval Button Feature in V2. This can be done by a user with admin permissions in V2.

  1. open settings

  2. Click deal > deal templates

  3. Expand the row and unlock current deal template.

  4. Click design requests, and then manage plugin settings

  5. Click "all authorized dealers" under auto approve designs on submission

  6. Click save

12 STEPS

1. The first step is to open Enerflo partner's V2 | click Settings

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2. Click Deal

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3. Click Deal Templates

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4. Click Expand row (+)

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5. Click row that has (current)

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6. Click Unlock button

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7. Click Continue Editing

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8. Click Design Requests

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9. Click Manage plugin settings

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10. Scroll to Auto-Approve Design On Submission and click to uncheck or check the setting for All Authorized Dealers

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11. Scroll down and click Save

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12. That's it. You're done.

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