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| Everbright Customer Support Onboarding and Resources | |
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CXone and Salesforce CRM Essentials | |
| EverBright Financing Products | |
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HubSpot inquiries - Installer or Homeowner Request to Join Everbright | |
Homeowner's guide to Federal Solar Tax Credit | |
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Update Contact Information Request [MyEverBright and Account Servicing] | |
Account Registration Assistance [Account Servicing] | |
My EverBright Portal Access | |
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| Pay Outstanding Balance / Payoffs | |
How to handle a Maintenance Request call | |
How to handle questions about mechanics liens | |
Common Homeowner Questions (Savings, Production, Utility Bills) | |
| Death/ Deceased Homeowner - SOP | |
Payment Arrangements for Customers with PTO Delays | |
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Bell icon/ Upload roof image in project phase/ override address pin | |
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| Account Update/Configuration Tickets | |
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Installers/Channel partners | |
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No Cost Change Order NCCO | |
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| Investigating Bugs, Tools, Tips, and DAL | |
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