Managing your projects in CRM

By selecting the Projects zone of OpenSolar, you will see the list of all of your projects.

Projects Drop-Down

In the top left hand corner of the CRM, there is a quick access drop-down menu.

Click on and select the data you would like to view, you can see project files, calendar, all contacts, and more from here.

Adding Filters

In the CRM you are able to sort through your various projects by numerous different filters. In order to add a filter, click on the  button at the upper right section of the screen.

There are many ways for you to filter projects. If, for example, you'd like to see all projects that are currently in the Selling Stage, you can filter by Stage and then select Selling from the drop-down list.

Search Bar

If you wish to quickly find a project you can use the search bar to enter keywords, like the project address or assigned contact.  

Column Headers  

You can also sort your projects by clicking the column headers: Star, Address, Stage and Priority.

Click multiple times to either sort by ascending or descending order.