How to Set Up Sales to EPC Chat

Activate the Sales to EPC chat feature to allow direct communication between sales reps and installers within proposals.

This setting streamlines collaboration between Sales organizations and EPC organizations, and aligns teams during project setup. Follow the steps below to turn on the feature and assign the required permissions to Sales Representatives.

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.