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create new lead
create proposal
sur
connect email account
survey
Setting up solar CRM workflows
2
Activating The Sales Tracking Sheet
Setting up Solar CRM app
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Create and manage leads
4
Delegating leads
Manage Lead Details From Sales Tracking Sheet
Create new leads from central dashboard
Creating And Managing Leads – Video
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Manage sales process
6
Status Update, Next Action and Reminders
Tracking a lead on the sales dashboard
Manage Leads And Status – Video
Manage Email Communication
Manage Engineering Design Files
Capture and Manage Site Survey Data
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Creating proposals
1
Create and Manage Proposals
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CRM settings & admin
4
Manage Your App: Manage Subscription
Manage Your App: Add / Remove Users
Proposal And Email Template
Email Integration
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