Start by clicking New Lead on the right side of the upper menu bar. You'll add new leads start a new lead by entering the project address.

...

After entering the address, you will be able to proceed to any of the phases that are clickable on the left to proceed with the lead. See "New Lead Steps" below.

How-to Video

Watch this video to see how to enter a new address and contact.

New Lead Steps

You will always start a new lead by entering the project address. From here, you will be able to proceed to any of the phases that are clickable on the left to proceed with the lead: contact, usage, project, etc. Most often, you'll proceed to enter customer contact(s), and energy , usage, or project.

For usage, you can either enter energy usage and utility information . You can also or skip this step and use the default based on typical utility and usage information if you don't have bill information when creating the quote. 

Then you'll create the project design, quotes, and homeowner proposal. The project design can include solar, storage, energy efficiency, or a combination.The SOLAR+ toolset is flexible After you create the project design, you'll proceed to the quote and proposal phases. 

EverBright is designed with the flexibility to fit your sales process, so you can get your company account set up to enter information for the phases you need, in the order you need it. Read our related articles to learn about each of the phases!

How do I look up an existing lead?

Search existing leads using the search bar in the upper left. Simply start typing a name or address to find and select an existing job.

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?