Why does it matter?
Water Purification preferences help standardize the details used when creating proposals.
By setting the preferred installer and package in advance, your team can create proposals faster and avoid repeatedly selecting the same information. This also helps ensure the right installer and package are used for the customer's location.
What will you need?
Before creating a Water Purification preference stack, make sure you have:
Organization Settings access
The states where the preference should apply
The preferred installer for those states
The preferred Water Purification package
The Water Purification vertical selected
Shareable enabled if non-admin users need to view the preference
Step by Step Instructions
Step 1: From the Organization settings, click “Preferences”.
Step 2: Create a new stack by clicking “New Stack”.
Step 3: Select the states from the dropdown where the preference will be applicable.
Step 4: Turn the “Shareable” toggle on to let non-admin users view the details of the stack. Select “Water Purification” as the preferred vertical.
Step 5: Next, select your preferred installer and package.
Step 6: Scroll up and click “Save”.
Pro tip
Set up separate preference stacks when your installer or package changes by state. This makes sure the right preferences are available when creating a Water Purification proposal for that market.
Also, turn on Shareable if sales reps or other non-admin users need to view the stack details.
Real life scenario
A Water Purification company works with Installer A in one state and Installer B in another.
An admin can create separate preference stacks for each state and assign the correct installer and package to each one. When the team creates a Water Purification proposal, the appropriate preferences can be used based on the proposal's location.
This reduces manual selection and helps the team create proposals with the right setup from the start.
Troubleshooting
The wrong installer or package appears when creating a proposal
Check the preference stack and confirm that the correct installer and package are selected.
The preference does not apply to the customer's state
Make sure the customer's state is included in the preference stack.
The preference is not available when creating a Water Purification proposal
Confirm that Water Purification is selected as the preferred vertical in the stack.
Sales reps cannot view the preference details
Check that the Shareable toggle is turned on.
Multiple preferences seem to apply to the same state
Review your preference stacks and avoid creating overlapping state preferences unless you intentionally need different configurations.