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?".
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.
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