Managing Projects
Managing Projects
Embedded Files
Things You Need To Know
Things You Need To Know
Account Status
Account Status
The project status can be seen on the top right side or at the top of the screen depending on your screen size.
Manage Sales Tickets
Manage Sales Tickets
To be a pro at managing the pipeline, respond to your sales tickets.
Fast response to sales tickets helps move the project forward faster. This will lead to more installs and fewer projects stuck and in retention.
Scope of Work (SOW) Approval
Scope of Work (SOW) Approval
Once SOW is completed by Freedom Forever it will be sent to the sales rep for approval.
You can check this in Lightspeed
The next section Solar Process covers the SOW stage. Please review this stage in detail to help your projects move forward.
Example of where to take action on a project.
Project Funding M2 & M3
Project Funding M2 & M3
Project funding happens at Installation. A project needs to be 80% funded to qualify for M2 payment. Final M3 payment happens at PTO (20%). See Solar Process in the next training section. Freedom Forever pays your company and then your company distributes the pay.
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