Tracks Progress of Install

Takes you to customer page

Takes you to the deal

Takes you to the deal summary

Takes you to the agreement

Takes you into the Proposal

takes you into the customer portal

Shows all information about system size, adders, equipment, rebates, etc.

Shows sales team and EPC

Deal Feed will show any updates on the deal (financing, agreement, change order, etc), there is also a notes section that allows the rep/epc to make any notes. They can also add any special details they need to know for the install. Files will allow them to upload any files they need like the utility bill etc.

Status of the Install (when it says voided like this it means the contract was voided, active means the install is active, on hold means the EPC or customer has placed a hold on the install)