Sales App Videos

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

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

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

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.

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.

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.

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

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

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

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