Manage sales process 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 subscription
Manage your solar CRM: Add/Remove users

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Manage sales process

Manage sales process

How to configure and manage sales process in Solar CRM

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

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