Setting Up Change Orders and Other Tasks for Sales Orgs

How to work with customer accounts by logging in as a sales org

If you are an installer attempting to set up change orders, send loan documents or other processes for one of your sales orgs please follow the below steps:

1) If you see an "S" symbol next to the sales reps name on a customer tile this is a deal that was created under a sales org child account. All action buttons will be greyed out because these actions must be taken by the sales org. 

Please note, the action button will be greyed out and if you hover over you can see which sales org this deal belongs to. 

2) To login as the sales org, click "Menu" in the top right of the screen, then click "Login as Sales Org". Choose the org you'd like to log in as. Find the correct customer and complete the next step such as setting up a change order.