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Overview
Address
Contact
Usage
Project
Quote
Proposal
Qualification
Contracts
Operations
Pipelines
Reports
Settings
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How do I customize my company's proposal templates?
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Can I set default assignees for each phase?
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How do I integrate my DocuSign account with EverBright?
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How do I Update Billing Information?
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How do I Add and Customize Usage Profiles?
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How do I set up defaults for cost buildup?
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How do I blacklist an incentive?
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How do I add setbacks by edge type?
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How do I change the User Settings for my EverBright account?
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How do I set milestone and team assignment?
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How do I set soiling defaults?
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How do I manage users and set permissions?
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What settings can I edit?
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How do I edit equipment settings?
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How do I change what email notifications I receive for jobs?
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How do I add batteries in the Project Phase Settings?
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How do I create and edit Market Templates?
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How do I edit my company profile?
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What are the default utility rate escalators and how are they determined?
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How do I add canned comments to my operations workflow?
CRM Settings
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What are Lead Sources, and how do I use them?
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What are Commission Models, and how do I use them?
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What are stages and how do I use them?
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How do I change the production methodology for solar projects across my organization?
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How can I manage notifications for Operations milestone submission deadlines?
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How can I confirm, manage, and utilize insurance coverage details?
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How do I add or edit an external user ID?
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What is the Net Present Value (NPV) and Discount Rate?
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Part 1
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Part 2
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Part 3
Channel Management Tools
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Account
API
EverBright in Spanish
Admin Support and Troubleshooting
Supervisor Support
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Knowledge Base Site Tree
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Marketplace Partnership Videos
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Create Training Tickets
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Using the DAL to Troubleshoot Support Issues
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Acronyms, Anacronyms, Abbreviations, Solar & EverBright Terms
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Elevating a chat or phone call to email (CRM Lite)
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Local Tax Documentation Request
A&A DRAFTING PROCESS (INTERNAL USE ONLY)
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Summarize
CRM Settings
Samantha Lieberman
Owned by
Samantha Lieberman
May 20, 2021
1 min read
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Samantha Lieberman