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MARKING A PROPOSAL AS 'PREFERRED'

Sometimes, you'll have a need to create multiple proposals for a lead. Perhaps you're presenting different options for solar module arrays, different financing options, etc. Although you have always been able to easily type a name for each proposal, one installer suggested that it would be more ...

Category: Managing Your Leads

NAMING PROPOSALS

When creating multiple proposals for the same prospect, you might find that you're accumulating multiple proposals per lead. For example, you might want to generate different proposals to illustrate the use of a different panel or a different system size / layout, or a different payment method ...

Category: Managing Your Leads