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E​pc Settings: Agreements: Create install records and send to customer

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T​his step determines how the approval process will occur. Whatever is selected is the trigger for creating an install record in EPC as well as pushing data to the CRM.

T​he install will be created, synced with the CRM and customer will receive a copy after this stage is met.

-​ When signed by the customer, the EPC record is created and all data will be pushed to the CRM

-​When "Approved by Admin" is selected, it prevents anything from occurring until its been approved by an admin.

-​When "Processed by Admin" is selected, it prevents anything from occurring until its been approved by an ops team member.

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