The following section covers in more detail Q & A for what tabs each role/permission has access to and what functionality is available on each tab:
Q: As a Company Admin what tabs do I have access to and what is their function?
A: As a Company Admin you have the ability to change and view the following information:
Leads - This tab contains a list of all leads created within the company
Deals - This tab contains a list of all deals created within the company
Tasks - This tab contains a list of All tasks (All, Pending, or Completed), their associated customer, the creator, task name, due date, and creation date
Scheduling - This tab contains the company calendar with all appointment assignments for all members of the company
Solar Installs - This tab contains the list of all pending installs for the company
Sales Orders - This tab contains the list of all sales orders for the company including:
Customer Satisfaction - Module to be activated (coming soon)
Company Users - This tab contains a list of all company users with the ability to modify or delete. Users within this section can be:
Sales Offices - This tab contains the list of all company offices
Products - This tab contains the list of all adders/products currently available
Settings - This tab is where edits to a variety of functions are located.
Q: As an Office Admin what do all the tabs I have access to do?
A: As an Office Admin you have the ability to change and view the following information:
Leads - The list of all leads created by members of the office
Deals - The list of all deals created by members of the office
Scheduling - Calendar with all appointment assignments for members of the office
EPC Installs - EPC Install tracker with all projects that have "Agreement Signed"
Office Users - List of all users assigned to Office Admin's office
Admin Office Settings
Q: As a Sales Rep what do all the tabs I have access to do?
A: As a Sales Rep you have the ability to change and view the following information:
My Leads - List of all leads created by me the Sales Rep
My Deals - List of all deals created by me the Sales Rep
My Schedule - Calendar with all appointment assignments for me the Sales Rep
My Agreements - List of all customers associated with me the Sales Rep who have signed agreements
My Solar Installs - EPC Install Tracker List which shows progress flow from "Agreement Signed" to end of the project for all customers associated with me the Sales Rep
Q: As a Sales Rep Manager (Sales Manager) what do all the tabs I have access to do?
A: As a Sales Rep Manager you have the ability to edit and view the following information:
My Sales Reps - List of all Sales Reps assigned to me the Manager
All Leads - All leads associated with Sales Reps assigned to me the Manager
All Deals - All deals associated with Sales Reps assigned to me the Manager
Q: As a Scheduler what do all the tabs I have access to allow me to do?
A: As a Scheduler, you have the ability to edit and view the following information:
Add Lead - Allows creation of new lead (also available via the blue “+ New Lead” button)
Lead List - View and edit the list of all leads of created within the company
Calendar - View
Q: As a Setter what am I able to do in enerflo?
A: As a Setter, you can use the following tabs:
Add Lead - This tab allows the creation of a new lead (also available via the blue “+ New Lead” button)
Lead List - Clicking on this brings up your list of leads of created by you the Setter
Q: As a Site Surveyor what am I able to do in enerflo?
A: As a Site Surveyor you will see the following options:
My Schedule - This is a view of the Calendar with all appointment assignments for you the Site Surveyor
My Surveys - This is a list of all site surveys associated with you the Site Surveyor
Q: With Solar Designs permissions what am I able to do in enerflo?
A: With the role of Solar Designs you will be able to access the following views:
Designs - This is a view of the Design queue displaying all designs in all stages including:
In Progress - This is a view of the Design queue of all designs in stage “In-Progress”
Completed Designs - This is a view of the Design queue of all designs in stage “Sent”
Q: As a Solar Installer what do I have access to within enerflo?
A: As a Solar Installer you have access to the following view:
My Installs - This is a list of all installs associated with you the Solar Installer
Q: As a Super Admin what do I have access to within enerflo?
A: As a Super Admin there are No tabs associated with this role. You must be assigned as Company Admin to add/remove roles