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Setting up solar CRM app

1
  • Getting started with Solar CRM
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Create and manage leads

3
  • Create New Lead From Solar CRM dashboard
  • Delegating leads in Solar CRM app
  • Edit lead details
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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
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Set up commercial and create proposals

2
  • Set up commercials
  • Create and manage proposals
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CRM settings and admin

2
  • Manage your solar CRM: Add/Remove users
  • Manage subscription
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  • Set up commercial and create proposals

Set up commercial and create proposals

How to quickly manage commercials and set up proposals in solar CRM

  • Set up commercials
  • Create and manage proposals

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