Setup & Configuration
Articles on company set up and configuration
By Enerflo and 1 other2 authors58 articles
EPC Settings Overview
Sales Company Settings
How to Change or Update a Company Name
Managing Agreements in Enerflo
Title Check: Verifying Property Ownership Before Financing
How to Turn on/Turn off Auto Approval on Designs
Viewing Sales Org Deals
How To Update Consumption Profile Settings
How to Create and Edit a Deal Template
V2: Deal Dispositions & Status Definitions
Deal Template- Question's VALUE must be one word
How to Change Sales Rep Assignment - Bulk
Error: Duplicate lead warning when creating a lead
Lead Assignment Default
Deal Template: Proposals Plugin settings
Creating Questions in a Deal Template
How to Set the Language on Proposals and Agreements
How to Locate Available Finance Options
How to Add, Remove, Sync, or Update Finance Products
Understanding Loan Payment Factors in Enerflo
Restrict Loan Options by State
Sales Tax Setup (Pricing Model)
How to View Available Lenders in the EPC
How To Set a Minimum and Maximum PPW on the Pricing Model
Climate First Bank: Loan Products, AVL & Deal Requirements