Epc Settings: Agreements: Create install records and send to customer
This 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.
The 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.