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EverBright - V2 Deal Creation

EverBright - V2 Deal Creation

Enerflo Support avatar
Written by Enerflo Support
Updated over 2 weeks ago

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.

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