To access this guide as a PDF click here:Enerflo-Guide_Admins-How-to-Update-Deal-Templates.pdf
STEP 1
Navigate to Settings > Deal > Deal Templates
STEP 2
All of your Deal Templates are listed on this page.
Click on the Plus Icon to see the revision history for any deal template.
The version number that has the word (current) in parens next to it is the version currently being used in all your deals.
To make changes to a Deal Template, click the version name to open the Deal template’s properties screen.
STEP 3
When the Deal Template properties screen opens:
Click the Lock Icon in the top right corner
You will be given a choice to Continue Editing the LIVE version -or- Create Revision
If you Continue Editing and save the LIVE template, all deals that are using that template will also be updated.
Create Revision allows you to make changes and then update to the new version when ready (this option won’t impact any deals until you set it LIVE).
STEP 4
Click through the Stages in the Deal Template to update/edit the Fields and/or Questions
If you chose to Create Revision, you’ll need to click Make Current to set those changes LIVE. This will replace the (current) Deal Template you’re using.
To Save, make sure to lock your new Deal Template by clicking the Lock icon.