Leads and Deals
Learn about leads and deals
By Enerflo and 3 others4 authors31 articles
- Webhooks: Setup, Management & Filtering
- Error: Invalid Template and Installer
- Address Not Saving Correctly
- No Deal Types Showing When Trying to Create a New Deal
- Error: "Something went wrong" when creating a BPS deal
- Design tool, deal question, etc not showing in deal
- Error: "Proposal not associated with a legacy survey" when viewing a deal
- Company Admin Unable to Re-Assign Sales Reps
- Setter is Unable to View Deals They Are Assigned To
- What is the Customer Portal and How do I view it?
- Error: Bulk lead upload failing
- Smart Pull Stage Not Showing Complete
- Uh oh. That was a bad request!
- Creating two separate projects at the same address
- How To Place a Deal On Hold to Remove From the Pipeline
- Error: POST 400 Bad Request when creating a lead
- Reassign an Inactive User's leads
- Tasks vs. Notes: Differences and When to Use Each
- Required Survey Questions - Red Asterisk
- How Frequently Does the Sales Rep Leaderboard Update?
- Updating Customer Email Not Saving
- EverBright - V2 Deal Creation
- Office Admin not Able to Assign Sales Rep to a Deal
- Re-open a Cancelled Deal
- Troubleshooting Google Map Location Verification
- Bypass Financing Requirement to Access Contracting Stage
- Why can't I view leads and projects in Enerflo, and how do I fix it?
- StreetIO: Canvassing Tool Overview & Admin Portal
- How to Delete a Lead, Deal, or User
- How to Adjust Customer Location
- How to View a Deal's History (Proposal Creation Date & More)