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Within any quote or install workflow you can view contact information, duplicate any quote for this contact or handoff the quote/job. The handoff function allows you to pass a quote to another team member for them to follow up in their particular job role.
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Click on the briefcase in the top left of the screen
Click Handoff Quote
Select the team member and role, then click Notify.
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Communication
The communication section shows a record of any emails sent to your customer via SolarPlus. The email status show you whether the email has been delivered, opened, or clicked.
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Open the Contact CRM page for the customer in question.Create a duplicate/new quote for that customer
Click the green Create A Quote button and select New Site
Go to the Energy page
Edit the “Site address” field
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