This article is in the individual Projects section of OpenSolar. Once you've navigated to the Projects page, click the specific project you would like to edit.
Sales and Service
The Info Tab of the Project Page allows you to update details of the project such as the Lead Source, Tags, Notes and Transactions.
The edit button is found in the top right hand corner of the section.
- Lead Source: Track where you sourced this project from simply by entering the details into the input box.
- Tags: Add custom tags to projects (see How to Customise Your Tags and Actions) and use these to sort through your projects in the main Project Zone (see Managing Your Projects in the CRM for info).
- Notes: Include any additional notes for this project.
- Project ID: The Project ID is unique to each project designed in OpenSolar and can be refrenced here for any support inquiries.
Ensure that after you make any changes you click the button the top right corner.