Navigate to Settings > Deal > Deal Templates.
Find the deal template that you want to make changes to and click on the small button with a "+" on the left of the deal to show the different version of the deal. Click on the Version that has "(current)" next to it.
To make an edit you will either need to Create a revision (make a new version of the deal template) or unlock the deal template (edit this version).
It is generally recommended to make a revision so that if something goes wrong we can easily rollback to the previous but functioning version of the deal.
From here you will look for the Stage on the left side of the screen that you are trying to put the question into. This is generally the PreQualification or Sales Team Site Survey.
If need be, you can add a Stage to be used:
Title: What is the name of this sub stage. Customer visible
ID: How different things will refer to this Sub Stage. Can be changed but it is generally recommended to leave this alone.
Visible When:
First is the Dropdown selection of All, Any, Not, Always, Never.
All: this is used when you want the Sub Stage to be visible if ALL of the set up filters are true. Typically used when you only have 1 trigger for the filter, but if you set up multiple triggers then it will require ALL of those triggers to be hit in order to make the Sub Stage visible.
Any: this is used when you want the Sub Stage to be visible if ANY of the set up filters are true. Meaning this is most often used when you have multiple triggers, but as long as even one of those triggers is hit, the section will show up.
Not: this will make it so the Sub Stage is visible when the deal state does NOT match the set up filter.
Always: this will make the Sub Stage always visible. Generally not needed since you could just not set up a visibility filter.
Never: this will make the Sub Stage never visible. Limited use cases.
Field: What are we using as the trigger point?
Type: What are we looking for to activate the trigger, combined with Condition.
Equals: Does the Field have EXACTLY the Condition
Does not equal: Does the field have ANYTHING BUT the Condition
is empty: does the field have NOTHING filled out?
is not empty: does the field have ANYTHING filled out?
Condition: This will change based on the question selected
For Boolean questions this is like Toggle Questions, with a "Yes" or "No" answer.
For text based questions you will need to type in EXACTLY what you are looking for.
Disable When: Functionally the same as Visible When: but will disable the section when the requirements are fulfilled.
Once you select a Stage you should see under it the different Sub Stages. If need be you can add a Sub Stage. Adding a Sub Stage is just like adding a Stage.
Now that we have a Stage and/or Sub Stage selected you can add a question (called a Field) which will again be the same as adding a Stage or Sub Stage.
You can also add a Field Group, which groups related questions together. Most often Sub Stages are used instead, so you don't often need to make a Field Group.
Once you create the Field there will be several settings to go through:
Field Type: This is the type of question you are making
Boolean:
Note that Yes and No are the only answers, these cannot be changed.
Default Value: If you want the question to start in either Yes or No, select it here
Required: makes this question required to progress the deal.
Managed Externally: is this question handled outside of Enerflo?
Number:
Used if you need a numeric value entered for the question. This is important if there is going to be some sort of math calculated against the answer.
Placeholder: If you want the question to have an example answer, put it here. (NOTE: this will show text but there will not actually be a value here on the question so it will not be considered answered if nothing is typed. If you want an actual value here, use the Default Value)
Minimum: Minimum value that can be entered and accepted
Maximum: Maximum value that can be entered and accepted
Default Value: If you want the question to have a prepopulated answer, put it here.
Required: makes this question required to progress the deal.
Managed Externally: is this question handled outside of Enerflo?
String:
This is the same as number, but will accept text instead of just numeric values.
Placeholder: If you want the question to have an example answer, put it here. (NOTE: this will show text but there will not actually be a value here on the question so it will not be considered answered if nothing is typed. If you want an actual value here, use the Default Value)
Min Length: Minimum amount of characters that can be entered and accepted
Max Length: Maximum amount of characters that can be entered and accepted
Default Value: If you want the question to have a prepopulated answer, put it here.
Required: makes this question required to progress the deal.
Managed Externally: is this question handled outside of Enerflo?
Multi Line: Used when the ability to enter a large amount of text, such as notes, is required.
Date:
Placeholder: If you want the question to have an example answer, put it here. It is advised to fill this in with an example of the desired Format you will be using to ensure that the user knows the Format (NOTE: this will show text but there will not actually be a value here on the question so it will not be considered answered if nothing is typed. If you want an actual value here, use the Default Value)
Format: how do you want the format of the date to be?
Default Value: If you want the question to have a prepopulated answer, put it here.
Required: makes this question required to progress the deal.
Managed Externally: is this question handled outside of Enerflo?
Show Time Picker: do you need an exact time to be selected as well as date?
Select:
If you want to give multiple options to select from, but want only one option selected.
Display As: How do you want to show the options to the user?
Dropdown: gives a dropdown to select from
Radios: shows all the answers in a column list and then a bubble next to each so you can see which you selected.
Button Group: also shows all the answers but in a row list, and then the selected answer will be lit up.
Placeholder: If you want the question to have an example answer, put it here. (NOTE: this will show text but there will not actually be a value here on the question so it will not be considered answered if nothing is typed. If you want an actual value here, use the Default Value)
Min Length: Minimum amount of characters that can be entered and accepted
Max Length: Maximum amount of characters that can be entered and accepted
Default Value: If you want the question to have a preselected answer, put it here.
Required: makes this question required to progress the deal.
Managed Externally: is this question handled outside of Enerflo?
Multi Select:
Same as select if you want to be able to select multiple options
Display As: How do you want to show the options to the user?
Dropdown: gives a drop down to select options from, and will show the selected answers in the box in the order they are selected
Placeholder: If you want the question to have an example answer, put it here. not typically used for these questions though
Default Value: If you want the question to have a preselected answer, put it here.
Checkboxes: shows all the answers in a column list with a check box to select that answer from
Default Value: If you want the question to have a preselected answer, put it here.
File Upload:
Accepted File Types:
Any: allow any of the file type to be uploaded. Versatile but allows for user error.
Image: Allow Image file types to be uploaded. Most frequently used option.
PDF: Allow PDF file types to be uploaded. Useful for bills or other documentation
Video: Allow Video file types to be uploaded. Rarely used.
Equipment: This will have you choose which equipment you are using this question for, and then should dynamically pull in the options for the partner. Rarely if ever used.
Mounting: This will pull up the same thing that the Design Section has. Rarely if ever used.
Roof Material: This will pull up the same thing that the Design Section has. Rarely if ever used.
Message: This will bring up a text box for you to enter the desired message you want to show up. Most often used as a warning.
Require Confirmation: If/when the message shows, it will require the user to confirm that they saw the message. Equivalent of being a required question.
Managed Externally: is this question handled outside of Enerflo?
Show Title: Do you want the title of the question to be visible? or Just the message?
Show Icon: Shows and icon next to the message, typically used if Show Title is unchecked.
Color: Will bring up an element to select a color. Rarely if ever used.
Description: Will add a small symbol next to the question that will show a tooltip when the cursor hovers over it. Good for adding small instructions or information for the user.