Overview
When an Authorized Dealer submits deals through LightReach, LightReach routes them using an alias tied to that dealer. The alias in Enerflo must exactly match LightReach's records, or deals won't route to the correct pipeline.
Step 1: Confirm the Alias with LightReach
Confirm the exact alias LightReach has on file for the dealer/sub-org — including spacing and capitalization.
Step 2: Update the Alias in Enerflo
Go to Settings > Installer > Authorized Dealers.
Select the dealer.
Go to the dealer's Integrations settings.
Enter/update the LightReach alias to match exactly.
Click Save.
Troubleshooting
Deals not routing correctly: Verify the alias matches LightReach's records exactly.
New sub-org can't route deals: Confirm an alias has been set up at all.
Dealer can't log into the LightReach portal: This is outside Enerflo's control — direct them to LightReach support.