You can use the platform's toolset to create quotes for solar projects as well as storage and energy efficiency. The toolset allows you to add to different parts of the job, called phases.

These are the phases that make up each new lead:

There is an article describing each of these phases and how you'll be able to enter project information. You can also learn about Settings.

Try starting with creating a new lead. You can also check out our videos, like the overview video below:

Getting Started

Related Articles