Sales Company Settings can be accessed by users with the Super Admin role. Navigate to Your Roles > Sales Company > Company Settings.
Overview of Company Settings:
If you have more than one deal type, you can set the default deal type under "Set default survey type?". /span>
Under "Duplicate lead policy" you can choose to give a warning if a possible duplicate is detected at several levels within your sales organization, or you can choose to block duplicate addresses entirely. (Highlight the ‘duplicate lead policy’ drop down)
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The tabs on the left contain the settings that can be edited:
General - Lead settings, email notification settings, leaderboard view settings, certain user permissions
Appointment Types - set up and manage appointment types, including user roles allowed, length, communication settings
Email Templates - click +Dynamic Replacements to show fields that can be used in emails
Customer Portal - update what information customers see in the portal
Google Drive - set the account to be used for all Enerflo files
Webhooks - add and configure webhooks
API Access - global access API key, generate lead gen API keys
State Licensing - no longer used
Restrict Installers - no longer used
Restrict Deal Types - no longer used
Dashboard - hide revenue card and reporting link
Project Settings - select how equipment should be displayed on the System Adders section of the Cost Breakdown