Various sales orgs may not want to use our software to complete a deal with their customers. If a partner is requesting to be able to manually enter deal type information this is possible but must be set up through onboarding.

After this has been set up within Enerflo, the partner will be able to see a special deal type for this feature that has the words "Manual Entry". Better Earth has this deal type in the below image:

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Once the required information has been manually entered in Enerflo then the install agreement will be triggered. /span>/span>

Manual Deal types do not create proposals. It is a way for a company to add an already signed contract into Enerflo.

The sales rep can apply for financing within Enerflo if desired. If not then they can press the "Skip" feature in the top right hand corner.

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The sales rep could then upload the signed Install Agreement that was filled outside of the Enerflo software to complete the deal inside of Enerflo.

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