Activate the sales tracking sheet #
Sales tracking workflows within the ‘Sales Tracking Sheet’ need to be activated with your authorization in the Google Drive.
First go to the sheet and click on the blue button to activate workflows attached to this sheet.
Google Drive will first ask for your your authorization to run the workflows within the ‘Sales Tracking Sheet’.
Please provide the required permissions.
Then you will see a pop-up asking you to identify the email addresses of your lead engineer and project manager. Lead Engineer’s email address will receive the results of all site surveys done with this app. The engineering design team will refer to the site survey data, prepare their design and then upload the engineering design to Fuzen, which will then be sent to the Project Manager’s email address.
When you have identified the email addresses for lead engineer and project manager. Click on submit. Then you will see that the three forms for ‘Site Survey’, ‘Engineering Design’ and ‘Commercial Details Form’ have been connected to the sales tracking sheet.
Next, click on each one of those forms and follow the instructions. Click on the link to “Fix file upload settings”.
Then you will be taken to the form. Here you will be asked to restore the folders for saving form input files. Click on the “Restore” button.
When the folders are restored properly, you will see a success message. That will mean your form has been set up correctly.
Next, repeat the same process for “Engineering Design Form” and ‘Commercial Details Form’ by going to the Sales Tracking Sheet.
Start using the solar sales tracking app #
Finally, this completes the app set up. Now you can start using it. Let’s start by creating a new lead.
Open the lead creation form by clicking on the “Create New Lead” button at the top of the CRM dashboard. Fill out the lead details and save them to create the new lead.