Sales Velocity
Manage leads, close deals, and accelerate your sales process.
92 articles
- How to Create a Lead
- How to Convert a Lead
- How to Adjust Customer Information
- Task Module in Leads
- How To Create A Custom Leads Page Layout
- Enhancing Design Precision with Fire Setbacks and Obstructions in Our AI-Assisted Design Tool
- How to Create a BOM Template for ABC Supply as a Supplier
- How to Use Test Data Toggle While Creating a Customer?
- How to Select Water Filtration System from Non System Add-ons in a Proposal
- How to Update Proposal Owner in Bulk
- How to Use SubcontractorHub’s Perfect Packet
- How to Qualify Your Customers for Financing
- 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 Update Inverter Selection and Solar Details
- How to Use Design Approval
- How to Use SubcontractorHub’s Battery Algorithm
- How to Adjust Adders On Your Proposal
- 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
- Proposal Builder User Interface Update
- Qualifying for Financing from Public Proposals
- SubcontractorHub Welcome Call Feature
- What Does a Public Proposal Contain?
- How to Finance Proposals with Manual Entry
- 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 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 Get the System Loss Values Set by Your Finance Partner for Your Design?
- How to View Your Customers in Kanban View
- Google Maps Static Imagery Source for NREL (Manual Design) Mode
- How to Switch to Request Design from Self-Design AI-Assisted Flow
- How to Link SubHub organization to Integrated Organization in Welcome Call
- How to Use SubHub’s POST API to Generate Survey Links Instantly
- How to Add a Down Payment to Proposals
- How to Adjust Loan Amount in Solar Details
- How to Build a Generator Proposal
- How to Sync Equipment in a Proposal
- How to Update Sales Rep Information and Add a Secondary Sales Rep
- How to Create a Water Filter Job Proposal
- How to Select Propelr as a Payment Method for Cash Financing
- How to Filter Customers by Proposal Stage
- How to Select Payabli as a Payment Method for Cash Financing
- How to Order Genesis Designs
- How to Filter Customers by Proposal Type
- How to View Roof Summary and Manage Facet Calculations for Non-System Add-Ons
- How to Switch from SolarFax to Arcadia Utility Data Sources in the Consumption Profile
- How to Add Notes to Lead Tasks
- How to Import Utility Consumption Details of a User
- How to Create a Generic Job Type Proposal
- How to View/Edit the Margin in a Generator Proposal?
- How to View/Edit the Margin in a Water Filter Proposal?
- How to View/Edit the Margin in a Generic Proposal?
- How to Add Customer-Facing Notes to Proposals
- How to Add Cashback to Proposals
- How to View Savings History
- How to Select Solarfax Rate Modifiers
- Manual Adders in Marketplace Offers