To access this guide as a PDF click here: Enerflo-Guide_How-to-Create-a-New-Deal.pdf
STEP 1
To create a new Deal for a new Lead, click on the + New Deal button in the top right corner of the Home page.
STEP 2
On the Create a New Lead screen, make sure the Create a sales deal? Checkbox is checked.
Click the Continue button.
STEP 3
On the Create New Deal screen, confirm the Project Address is correct.
Use the Installer dropdown to select the Installer for the Deal.
Use the Deal Template dropdown to select the Deal Template for the Deal.
Click Save to create the new Deal.
The progress is shown in a bar along the top and along the left hand side. Questions and sections that are completed will show a green check mark.
STEP 4
Create a New Deal for an Existing Lead
Click the View Leads button to go to the Company Leads page.
Click on the Lead you want to create a new Deal for.
Click the New button to create the new Deal.
Select the new deal type from the -Select Deal Type - dropdown menu.
In the -Select Sales Rep- field, choose which sales rep the deal should be assigned to.
Note: The number of available deal types is dependent on the installer.
