Solar EPC Sales Tracking: Video Guides

 

Solar CRM: User Guides

User Guide Videos

1. Setting up your solar CRM app

2. Creating and delegating leads

3. Capture and track site survey data

4. Manage engineering design files

5. Create and manage proposals

6. Manage email communications

7. Track and manage leads, status updates and todo lists

8. Manage CRM settings

9. Manage Users

10. Manage App Subscription

Complete Video Playlist For Solar CRM User Guides