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Viewing Sales Org Deals

How to view deals belonging to a specific sales org in Enerflo as an EPC admin, including using the filter icon and modifying the deal URL to switch between org views.

Written by Enerflo Support
Updated this week

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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