We recently added a new feature specifically for our multi-office users, to make it easier for you to manage your leads across all of your offices. (And . . . the same capability exists for our “distributor” users who manage a network of dealers.)
When you click a lead on the “My Leads” page, you see a pop-up window that has a drop-down that allows you to assign the lead to another user. For example:
Now, when you’re logged in as a distributor or as the “master” installer of a multi-office network, you’ll see something like this:
Your users are listed, but above them you see your INSTALLERS: you now have the ability to assign the lead to any one of your installers (in addition to the ability to assign it to one of your “own” users, as before)! When you assign a lead to one of your installers, that installer’s administrator will see the lead, and will be able to work it or assign it to an individual user of that installer.
We know that this small change will provide big gains for our multi-office users; it’s one more way that we’re continuing to enhance the ModSolar Platform, to help you design, propose, and close more business.