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Step By Step Guide
Finance & Payment Options > Everbright > Everbright Portal - Step by Step Guide
Walkthrough Video Series
Create a Lead
Enter Usage
Roof Design
Quote & Proposal
Generate Contract
Generate Project in Lightspeed
Training Portal
Installer Knowledge Base
A simple way to basically search for anything you are looking for
Basics
Sandbox for testing
looks like the live site but is for testing and practicing. This site is reset every 24 hours.
Go through everbright flow engine.goeverbright.com
generate lead
quote
proposal
qualification
contracts signed
Then go to lightspeed portal.freedomforever.com at the very end and set up a project manually
Managing Projects
User settings
onboard.goeverbright.com/settings/user
go to this link and turn on notifications for what you want to be notified about. default is no notifications.