Creating and editing Leads and Quotes, Quote Report, Reporting on Leads and Sales
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…
Overview This article will explain how to merge two Sites. Merging Two Sites Open the Site Card for the Site you would like to merge. Click Merge Site. Select the Merge To Site and click OK. The following data will transfer to the other Site: Assets Jobs Quotes Leads You are then asked if you would like to Read more…
Overview This article will explain how to merge two Customers. Merging Two Customers Open the Customer you want to merge into another Customer Card. Click Merge Customer. Select the Merge To Customer and click OK. The following data will transfer to the other Customer: Customer Sites Activity Logs Jobs Quotes Leads Read more…