Creating and editing Leads and Quotes, Quote Report, Reporting on Leads and Sales
Added in Version 0.30 Overview In this article we’ll describe how to set a Customer to Opt-out of marketing. Set the Customer Opt-out Field From the Dashboard click Customers Find the Customer to Opt-out of marketing and click Edit Click the Opt-Out of Marketing check box
Overview In this article we’ll explain how to use the Quick Map Viewer. How to configure the default Location Open the Main Menu and scroll down to CONFIGURE. Click Settings. Input the Default Quick Map Viewer Location. This location will be used when the Quick Map Viewer opens. Lookup an Address On the dashboard Read more…
Overview In this article we’ll explain how to hide graphs on the Quote Review and Quote Proposal. Hide Graphs on a Quote Open the Quote. Click Quote Review. Under the Graphs tab at the top tick on Hide Solar Panel Energy Analysis or Hide Financial Charts. This will hide those graphs from Read more…
Overview In this article we’ll explain how a Salesperson can take the Sales App offline. NOTE: A System Administrator is required to configure the system before Offline Mode can be used (more details). Switch to Offline Mode Open the Sales App. Click Go Offline on the dashboard. NOTE: This requires Read more…
Overview In this article we’ll explain how change the Not Proceeding Date on a quote. NOTE: Only System Administrator users can perform this action. How to change the Not Proceeding Date Open the quote you would like to change. The status must be set to Not Proceeding. Click the Change Not Proceeding Date button. The existing Not Proceeding Read more…
Overview This article will explain how to create load a custom image into the System Designer tool. This can be used to load a custom high res image or floor plan into the designer tool. Loading a Custom Image Open the Quote or Job you want to load the custom image Read more…
Overview In this article we’ll explain how to duplicate a Quote. How to duplicate a Quote Find the Quote you wish to duplicate and click Open. Under Actions click Duplicate Quote. If the Quote you are duplicating has a status of Complete and Successful, a new copy of the quote Read more…
Overview In this article we’ll explain how change the Sale Date on an Accepted quote. NOTE: Only System Administrator users can perform this action. How to change the sale date Open the Accepted quote you would like to change. Click the Change Sale Date button. The existing Sale Date will be shown. Read more…
Overview In this article we’ll explain how to import leads into the Sales App. How to import leads On the Dashboard click Sales Leads. Click the Import Leads button. Optional: Add default values for the incoming leads (only do this if you are not importing this data). Click Download CSV Read more…
Overview This article will explain how to configure automated Reminder Dates on Quotes. Configure Reminder Dates Open the Main Menu and scroll down to CONFIGURE. Click Settings. Scroll down to Quote Settings. Input the following settings: Automatic Reminder Period (days) – The number of days from the Quote Date to set the Reminder Date. Read more…