Currently, in V2 a user has to use Enerflo to create the lead in EverBright and then once the deal is completed in EverBright the data can be pushed back to Enerflo.
If a lead is created in EverBright FIRST there isn't a way to link the two in V2.
EverBright - V2 Deal Creation
How EverBright deal creation works in Enerflo V2, including the requirement to create the lead in Enerflo first before completing the deal in EverBright and pushing data back.
Written by Enerflo Support
Updated this week