Start by clicking New Lead on the right side of the upper menu bar. You'll add new leads by entering the project address, customer contact(s), and energy usage and utility information. You can also use the default 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, 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: