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create new lead
create proposal
connect email account
sur
survey
Setting up solar site survey workflows
2
Activating solar site survey sheet
Setting up solar site survey app
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Create and manage new lead
4
Creating a new lead from dashboard
Update site survey status
Delegate leads
Manage lead details from solar site survey sheet
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Manage and update site survey details
3
Update site details
Check timeline of recent actions
Daily reminders and todo list for solar site survey app
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