Sales Velocity
Manage leads, close deals, and accelerate your sales process.
59 articles
Adjust Adders On Your Proposal
Change Your Proposal Stages
How Can I Edit an Existing Proposal?
How Does Proposal Download Work?
How to Activate Auto Add with Zipcodes
How to Add a Battery Margin
How to Add Appliances via the Appliance Calculator in Your Battery Proposal
How to Add Discounts and Cashback
How to Add HOA Information to Proposals
How to Add Non-System Add-Ons?
How to Add Obstructions to AI-Assisted Designs
How to Adjust Panel Orientation in the AI-Assisted Design Tool
How to Adjust Utility Bill Owner Information
How to Assign Sales Engine Users to Customers
How to Create a Change Order Proposal
How to Delete Facets in the AI-Assisted Design Tool
How to Design Flat Roof and Ground Mount Solar Layouts with the AI-Assisted Design Tool
How to Design with the Manual SubcontractorHub Tool
How to Edit the Annual Production Value in Your Proposals?
How to Enable and Use Energy Insight?
How to Enable Net Metering and Net Billing in Proposals
How to Finance Proposals with Manual Entry
How to Get the System Loss Values Set by Your Finance Partner for Your Design?
How to Qualify Your Customers for Financing
How to Request AI Designs
How to Share and Sign Contracts
How to Sign Contracts Through Finance Partner
How to Skip Roof Design
How to Tag Users in Notes While Creating a Proposal?
How To Turn On Google Maps HD
How to Update Inverter Selection and Solar Details
How to Use Design Approval
How to Use SubcontractorHub’s Battery Algorithm
How to Use SubcontractorHub’s Perfect Packet
How to Use the Finance Decision Engine (Easy Mode)
How to Use the Review Proposals Feature?
How to Utilize SubcontractorHub's Consumption Profile
How to View Customer Savings History
How to View E-Sign Activities
How to View Public Proposals
How to View Stage History
Qualifying for Financing from Public Proposals
SubcontractorHub Welcome Call Feature
What Does a Public Proposal Contain?
How to View Your Customers in Kanban View