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How to Change the Language on a Proposal

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

The language on a proposal can be switched from in the deal details or on the lead page.

To switch the language from the deal details, follow the instructions below.

  1. At the top of your deal next to the customer name, click the three dots and then "Deal Details"

2. Click into the "Customer" Tab and scroll down to the Language dropdown.

3. Click the dropdown to toggle between English and Spanish.

Alternatively, you can follow the instructions below to change the language from the lead page.

  1. Go to the Customer's Lead page.

  2. Click "Edit Lead Details".

  3. Set the Language Preference to the desired language.

  4. Click Save.

Once the language preference is updated and saved, the proposal will automatically appear in the selected language.

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