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Approval process for Install contracts to trigger an install record.
Approval process for Install contracts to trigger an install record.

Approval process for Install contracts to trigger an install record.

Emilie avatar
Written by Emilie
Updated yesterday

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To know how an EPC approves/denies install contracts, log into your Enerflo account and then go to settings.

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Then, look for the setting: "Agreements: Create install record and send to customer." T​his step determines how the approval process will occur. Whatever is selected is the trigger for creating an install record in EPC as well as pushing data to the CRM.

T​he install will be created, synced with the CRM and customer will receive a copy after this stage is met.

There are 3 ways this process can be done:

1. Signed by customer: Once the install contract has been signed by all parties, the install will be created, synced with the CRM and moved to the install tracker.

2. Approved by Admin: The install contract will not move to the install tracker until the company admin approves it.

3. Processed by Admin: The install contract will not move to the install tracker until the ops team or company admin approves it.

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Note: Company admins do not need the deal approval role to approve contracts. This role is reserved for non- admins. If the company admin is unable to review, approve or deny contracts, make sure they are not assigned the deal approval role.

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