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.
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 Fuzen’s solar CRM dashboard. Fill out the lead details and save them to create the new lead.