Setting up solar CRM app Archives - Solar CRM

Skip to content

Home
Resources
Demo
Blog
Sign Up
Log In

Home
Resources
Demo
Blog
Sign Up
Log In

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

Home
Docs
Setting up solar CRM app

Setting up solar CRM app

User guide for how to install solar CRM app

Getting started with Solar CRM

Demo & Support

303 800 4417

Email Support

[email protected]

Products

Project Management

Lead Generation & Nurture

Resources

Proposal Templates

Demo & Support

Request For Demo

2024 powered by Fuzen.io

Home
Resources
Demo
Blog
Sign Up
Log In