Background – GEXA is a sister-company to EverBright and will be sending us homeowner leads. Support will pass these leads to selected installers who will work with EverBright’s Design Desk to create a project based off this lead.
...
The ticket will have the subject, “EverBright – GEXA Lead” (update after talking to Tim)
The ticket will include the following lead information:
Homeowner name
Contact email
Project address
Gexa Lead source:
Power Wizard (PW)
Energy Optimizer (EO)
...
Once usage information has been updated, next step is to identify the optimal organization to assign the lead
Click into this spreadsheet (add link once received from James)
Hold control key and F to search for the city of the lead’s address
Based on the city, select the appropriate org
Take note of the person associated with this org; you’ll need it in Step 5.
Reassign the lead
to the selected organization
to user: designdesk@(org name here)
Here’s refresher on how to transfer a job to new org and user
...
The ticket will always have the subject, “EverBright – GEXA Lead, Usage Info” (update after talking to Tim)
The ticket will include the information required to identify the lead including:
Homeowner name
Contact email
Project Address
Gexa Lead source:
Power Wizard (PW)
Energy Optimizer (EO)
The ticket will include the lead’s Utility bill / usage information
...