How to Set Up Sales to EPC Chat

Follow the steps below to enable the Sales to EPC chat for proposals and enable permissions so that sales reps can use this feature.

Step 1: Click on your organization’s profile and select “Settings”.

Step 2: Scroll down to the “Proposal Sales EPC Chat” section and click on the “Edit” icon.

Step 3: Toggle “Enable Proposal Sales EPC Chat” and click “Update”.

Step 4: From the main menu, open the “Users & Roles” dropdown and select “User Profiles”. Click the “View Detail” icon for the “Sales Representative” user profile.

Step 5: Go to the “Customers” section.

Step 6: Toggle “Sales Epc Chats” on. 

The toggle will turn blue, indicating that the permission is enabled. The sales rep will now be able to access the “Chat With Installer” button in proposals.