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Sales App Videos

Instructional videos for the Solahart Sales App

Video: How to configure Leadsources, Regions and Emails

Overview This video describes how to configure Leadsources, Regions and Emails.

By Zoom Apps, 4 years ago

Video: How to create Tariff Templates

Overview Discover how to create Tariff Templates to save time in the sales quote process.

By Zoom Apps, 4 years ago

Video: How to configure the Product Category Selection List

Overview This video describes the product category selection list and how it is used within the sales app system

By Zoom Apps, 4 years ago

Video: How to use the PV Panel Upload Sheet to create an import file

Overview This video shows you how edit the PV Panel Upload sheet(s) so you can then create the import file that can be used to create your PV Systems and Pricing in the Solahart Sales App.

By Zoom Apps, 4 years ago

Video: How to Import the PV Panel Worksheet into the Sales App

Overview This video shows you how to create your PV Systems and products by importing the csv file created using the PV Panel Upload Worksheet.

By Zoom Apps, 4 years ago

Video: How to use the Hot Water Data Upload Sheet to create an import file

Overview This video will show you how to update the Hot Water Data Upload Sheet to create an import file ready to load into the sales app system.

By Zoom Apps, 4 years ago

Video: How to import the Hot Water Data Upload sheet into the Sales App

Overview This video shows you import the csv file created by the Hot Water Data Upload to create your Hot Water Systems. Please note that Hot Water Designs are not included and are covered in a separate video

By Zoom Apps, 4 years ago

Video: An explanation of Hot Water Designs and how to create them using the Product Worksheet

Overview In this video you will learn about Hot Water Designs, where they are used and how to create them using the Product Worksheet.

By Zoom Apps, 4 years ago

Video: An explanation of Products and the Product Page

Overview This video explains what the various products are and provides an overview of the product page and lines.

By Zoom Apps, 4 years ago

Video: An explanation of the Product Worksheet

Overview This video provides an explanation of and detailed look at the Product Worksheet within the Sales App system.

By Zoom Apps, 4 years ago

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