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Manage Sales Opportunities

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Manage Sales Opportunities - Configure, Price, and Quote

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About Loan / Dealer Fees
Loan fees are not added until the Analysis is run. Loan fees are tacked on to your solution's retail price defined on the Price screen. SolarNexus excludes loan fees from the rest of the pricing…
- 1 yr ago
- 19
- Manage Sales Opportunities

Pricing a Solution
Each solution has a customer Price. The solution template selected when you create the solution determines the pricing method used (Gross Price Input or Cost Items).…
- updated 10 mths ago
- 18
- Manage Sales Opportunities

Web-Enabled Proposals
You may optionally present sales proposals to customers on a web-page, rather than a PDF document, so that you don't have to manage PDF files during remote sales meetings .…
- updated 10 mths ago
- 14
- Manage Sales Opportunities

Proposing & Selling a Project (Docs)
SolarNexus assists your sales staff to easily create customized documents including proposals and contracts, as well as automatically filling in data to PDF forms provided by utilities and other…
- updated 10 mths ago
- 11
- Manage Sales Opportunities

Scope of Work: Desired Scope and Solution Scope
Your company sells a given set of services to its customers. Each service you sell has a type, and the scope is a list of all the types included. Types of services include, for example:…
- updated 10 mths ago
- 13
- Manage Sales Opportunities

Adding Services to a Solution
A customer solution consists of one or more services you are proposing to sell to the customer. Services are things like PV system installs, main electric service panel replacements,…
- updated 10 mths ago
- 18
- Manage Sales Opportunities

Defining a Solution
You can define one or more solutions within a single project. This feature allows you to create multiple customer proposals, enabling easy presentation of two or more options for your end customer.…
- updated 10 mths ago
- 16
- Manage Sales Opportunities

Tracking Customer Contacts
Use the "Customer Contact" checkbox on every log entry that pertains to the contact with a customer. Each log entry (including status changes and milestone completions) have the option to explicitly…
- updated 10 mths ago
- 13
- Manage Sales Opportunities

Manage Sales Opportunities - Configure, Price, and Quote

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