Admin Guides
Guides relating to company setup and configuration that requires admin permissions
By Enerflo and 1 other2 authors33 articles
- Admins: How to Update an Authorized Dealer's IGS Sales Partner Code
- 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