CRM settings and admin Archives - Solar CRM

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Setting up solar CRM app

1

Getting started with Solar CRM

Create and manage leads

3

Create New Lead From Solar CRM dashboard
Delegating leads in Solar CRM app
Edit lead details

Manage sales process

5

Status update, next action and reminder
Capture and manage site survey data
Manage engineering design
Tracking a lead on central dashboard
Timeline – Tracking lead details

Set up commercial and create proposals

2

Set up commercials
Create and manage proposals

CRM settings and admin

2

Manage your solar CRM: Add/Remove users
Manage subscription

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CRM settings and admin

How to manage users and subscription in Solar CRM app

Manage your solar CRM: Add/Remove users
Manage subscription

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