New Manage UI
- Adding Activities to your Project
- Adding/Managing Contacts on a Project
- Adding/Managing Team Members on OpenSolar
- Assigning team members, and tags to projects
- Attach PDF Documents to the Sales Proposal
- Create a Change Order document
- Customize project workflows, stages and actions
- Download a Bill of Materials (BOM)
- Duplicate and Delete Projects or design
- Generate a PV (Solar) Site Information Plan
- Generating Documents in OpenSolar
- Generating the Energy Yield Report document
- How to Customize Project Tags and Actions
- Managing your projects in CRM
- Navigating the Manage section
- Navigating the Project History Tracker
- Owner's Manual
- Payment Transactions
- Tracking the Progress of a Project
- Upload Files to a Project