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Error: Invalid Template and Installer

How to resolve the "Invalid Template and Installer" error on a deal in Enerflo, which appears when the deal's original template or installer is no longer available for the deal's address.

Written by Enerflo Support

When you open a deal and see the following message:

"The template for this address is no longer supported, and the installer is no longer available. Please select a new template and installer to use for this deal."

This means the deal template and/or installer that were originally selected are no longer available for the deal's project address. This can happen if a deal template has been deactivated or if the installer no longer covers the deal's market area.

How to resolve it

Use the dropdowns in the error banner at the top of the deal to select a new installer and/or deal template, then save your selection to continue working on the deal.

If no options are available in the dropdowns, contact your Enerflo admin — the deal's address may fall outside any currently active installer market, or no deal templates may be enabled for your sales org. The deal will be visible as read only until the error is resolved.

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