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You can use Sighten's Solar+ toolset to create quotes for solar projects as well as storage and energy efficiency. The Solar+ toolset allows you to add to different parts of the job, called phases.

These are the phases that make up each new lead:

There is a Solar+ article describing each of these phases and how you'll be able to enter project information. You can also learn about Settings.

Try starting with creating a new lead.

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