User Guide

Help

• Overview

Getting started

• Quick setup
• Corporate Setup
• Log in

Solar eCRM Setup

• Settings
  • Company Settings
  • Customize Templates
  • Manage Status
  • Manage Category
  • Manage User Licence
  • Manage Company Invoice
  • Manage Quote Extras (Intl. only)
  • Duplicate Lead Settings
• Users
  • Users Add/Edit
  • User Types
  • User Access
• Products
  • Products Settings
  • Extra Charges
  • Products Search
• Backup & Reports
  • Report Module
  • Export Data
• Sales Stages
  • Create/Edit Sales Stages
• Sales Tax
  • Sales Tax
• Web To Lead
  • Web To Lead Form
• Sales Announcement
  • Sales Announcement
• Leads Checklist
  • Lead Checklist
• Dashboard
  • Dashboard
• Task Settings
  • Default Task

Leads Module

• Leads Creation
• Leads View
• Leads Assignment
• Lead Import & Export
• Lead Search
• Lead Duplicate
• Lead Charts
• Lead Google map

Quote Builder

• Quote Builder
  • Roof area calculation
  • Efficiency estimation
  • Savings Projection/Suggested System Size
  • Extras
  • Product and Price
  • Advanced Graphical and Financial Analysis
  • Summary
  • E-Signature
  • BOQ(India Only)
• Quote Review
• Quote Search
• Quote Export
• Quote Google map

Orders Module

• Order Creation
• Order Review
• Orders Analytic
• Order Search
• Order Export
• Order Google map

Shipping Module

• Shipping Request
• Shipping Search
• Shipping View

Invoice Module

• Invoice Creation
• Invoice View
• Invoice Search
• Invoice Export
• Invoice Xero

Installation Module

• Installation
• Installation View
  • Greenbank Form (Australia Only)
  • EWR Form (Australia Only)
  • Connection Form (Australia Only)
• Installation Search
• Installation Export
• Installation Google map
• Installation STC Claims (Australia Only)

Task Module

• Task Creation
• Task Review
• Task View
• Task Search

Document Management Module

• Documents

Corporate Company

• Franchise Settings
• User Licence Settings