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:

• Address
• Contact
• Usage
• Project
• Quote
• Old "Legacy" Proposal
• Contracts

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.

Related Articles

You might also want to check out these related articles:

• How do I enter an address?
• How do I enter contact information?
• How do I enter utility and usage information?
• How do I create a project?
• How do I create a quote?
• How do I create a proposal?