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EPC Partner Trying to See Sales Org Deals

EPC Partner Trying to See Sales Org Deals

Emilie avatar
Written by Emilie
Updated yesterday

To view Sales Org deals, go to Your Roles > EPC > Sales Org Deals. Use the filter icon on the company column to search for deals from a specific sales organization.

The URL in a deal link can also be changed to allow viewing within the EPC instance of Enerflo by changing the subdomain. For example, changing https://salesorgdomain.enerflo.io/deals/dealID/ to https://EPCorgdomain.enerflo.io/deals/dealID/ will allow EPC admins to quickly view a specific deal given the sales org link.

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