Admin Guides
Guides relating to company setup and configuration that requires admin permissions
By Enerflo and 2 others3 authors32 articles
Admins: Unlocking a Completed Deal
Admins: Setting Up Pricing Checks
Admins: Setting Up Automatic Adders by Deal Type
Admins: How to Resend a Welcome Email or Reactivate a User Account
Admins: How to Edit Your Lead Sources
Admins: How to Add a Designer to a Design Team
Admins: How to Create a New Design Team
Admins: How to Create a New Sales Org
Admins: How to Add and Manage Batteries
Admins: Updating Integrated Lender Options
Admins: How to Create a Custom Price/Quote Adder
Admins: How To Update the Status of an Adder in Enerflo
Admins: How to Update Non Integrated Lender Options
Admins: How to Update Deal Templates
Admins: Adder Mapping
Admins: How to Add and Manage Inverters
Admins: How to Add and Manage Modules
Admins: How to Create a User
Admins: How to Set Up a New Design Queue
Admins: How to Customize Your Optimus Proposal Slides
Admins: How to Create or Update Your Milestones
Admins: How to Export a Deal Report & Who Has Export Access
Admins: How to Add, Edit, Archive or Restore Markets
Admins: How to Bulk Import Users
Admins: How to Edit Adders
Admins: Finance Product Targeting
Admins: How to Route Aerialytic Designs to an Internal Design Queue
Admins: How to Bulk Import Leads
Admins: How to Enable Access to Aerialytic Designer Mode
Admins: How to Bypass Signed Finance Document Requirement for Project Submission
Admins: How to Create User Roles
Admins: How to Add or Update Pricing
and Targeting on Equipment