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.
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.
