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What to do when a rep inquires about an ETA for a design
What to do when a rep inquires about an ETA for a design

What to do when a rep inquires about an ETA for a design

Emilie avatar
Written by Emilie
Updated this week

If a rep comes into chat asking for an ETA about a design:

  1. Check to make sure the design request was actually submitted in the deal.

    1. Determine who the design team is for the design request by checking the design portal on the deal.

    2. If the design portal does not say who the design team is, check the deal feed as well.

    3. If the design team is Contracted Solar or Solar Proposal Solutions, transfer them in chat to the team, "Contracted Solar Design Team" and make the assignee "Integrated Solar team". You can tag @integrateddesignteam in the notes of the chat to ask them for assistance giving an ETA./span>

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