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Admins: How to Update Deal Templates

How admins can edit an existing deal template in Enerflo, including unlocking it for changes, choosing between editing the live version or creating a new revision, and making it current.

Written by Enerflo Support
Updated this week

To access this guide as a PDF click here:Enerflo-Guide_Admins-How-to-Update-Deal-Templates.pdf

This guide is for updating existing templates. For instructions on how to create a new deal template, follow the steps outlined in How to Create and Edit a Deal Template.

STEP 1

Navigate to Settings > Deal > Deal Templates

STEP 2

All of your Deal Templates are listed on this page.

  1. Click on the Plus Icon to see the revision history for any deal template.

  2. The version number that has the word (current) in parens next to it is the version currently being used in all your deals.

  3. 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:

  1. Click the Lock Icon in the top right corner

  2. You will be given a choice to Continue Editing the LIVE version -or- Create Revision

    1. If you Continue Editing and save the LIVE template, all deals that are using that template will also be updated.

    2. 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

  1. Click through the Stages in the Deal Template to update/edit the Fields and/or Questions. See Creating Questions in a Deal Template for more detailed instructions.

  2. 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.

  3. To Save, make sure to lock your new Deal Template by clicking the Lock icon.

Attachment icon
Enerflo-Guide_Admins-How-to-Update-Deal-Templates.pdf
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