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create new lead
create proposal
connect email account
sur
survey
Setting up solar CRM workflows
2
Setting up solar CRM app
Activating the sales tracking automation sheet
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Create and manage leads
3
Create new leads from solar CRM dashboard
Delegating leads in solar CRM app
Manage lead details from sales tracking spreadsheet
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Manage sales process
4
Status update, next action & reminder
Tracking a lead on central dashboard
Capture and manage site survey data
Manage engineering design
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Set up commercials and create proposals
2
Set up commercials
Create and manage proposals
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CRM settings and admin
1
MANAGE YOUR SOLAR CRM APP: ADD / REMOVE USERS
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