To access this guide as a PDF, click here: Enerflo-Guide_Admins-How-to-Create-a-New-Sales-Org.pdf
STEP 1
Navigate to Your Roles > EPC > Sales Organizations
STEP 2
On the Sales Organizations page, click the + Add New Org button.
STEP 3
Complete the Requested Information for you new Sales Org.
When complete, click the Create Sales Team button at the bottom of the screen.
STEP 4
Once you’ve saved your new Sales Org, edit the Settings to select the Deal Types the new Sales Org can access.
STEP 5
The last step is to enable Deal Templates for your new Sales Org.
Navigate to the Settings > Installer > Authorized Dealers.
Locate the new Sales Org you just created in the Dealers list, then click on its name.
On the Settings Tab, use the Toggles under Installer Markets and Deal Templates to Enable/Disable the items you want your new Sales Org to have access to.
PLEASE NOTE: Make sure to select the same Deal Templates that you provided access to on the previous screen.
Click on the Integrations Tab to edit the Proposal settings to use the Installer Branding on their Proposals (or not).
