The Project Page
- How to Add Contacts to a Project
- How to Keep Track of the Progress of the Project
- Locking System Price Based on Stage
- Assigning Salespeople and Other Sales Details
- Setting up the Site Details for a Project
- How to Customise the Customers Electricity Usage
- How to Enter Hourly Interval Data
- How to Customise the Electricity Utility/Tariff
- How to Set Proposal and Project Configuration Templates
- How to Edit Systems within the Project Page
- Post-Sale Installation and Compliance Documents (Generating an Owner's Manual)
- How to Upload Files to a Project