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How Do I Manage Changes to Solutions After the Sale?
See Revise Sold Solutions and Process Change Orders.
updated
4 mths ago
11
Managing Projects
How do I delete a project?
You must have Administrative or Sales Management permissions to delete a project. Projects can only be deleted from the Sales screen, or from the project Search results.…
6 mths ago
8
Managing Projects
How to Change the Customer for an Existing Project?
This article describes how to change the Customer for a given Project. There are two separate scenarios where you may need to change out the Customer on an existing project:…
updated
4 mths ago
21
Managing Projects
Categories
Integrations & Partnerships
Partnerships
Align Solar Protection
SolarNexus
Contact Support
About SolarNexus
Update Notes
Application Overview
Tips and Tricks
Administration
Integrating SolarNexus with Other Applications
Incentives and Finance Programs
Documents: Templates and DocuSign
Shared Company Resources
Reporting
Project Data
Resources: Service Offerings, Pricing, & Solution
Resources: Products and Catalogs
Project Milestones and Workflow Management
Account and User Management
Working with Jobs (Projects) and Solutions
Managing Sold Projects
Energy and Financial Analysis
PV Systems, Energy Storage, and Efficiency Measure
Manage Sales Opportunities
Create and Manage Jobs (Projects and Work Orders)
SolarNexus FAQ
Misc
User Account Maintenance
Utility Bills
Managing Company Catalog
Managing Projects
Financial Analysis
PV System Design and Production Estimates
Video - Webinars and Tutorials
View all topics
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Home
Integrations & Partnerships
Partnerships
Align Solar Protection
SolarNexus
Contact Support
About SolarNexus
Update Notes
Application Overview
Tips and Tricks
Administration
Integrating SolarNexus with Other Applications
Incentives and Finance Programs
Documents: Templates and DocuSign
Shared Company Resources
Reporting
Project Data
Resources: Service Offerings, Pricing, & Solution
Resources: Products and Catalogs
Project Milestones and Workflow Management
Account and User Management
Working with Jobs (Projects) and Solutions
Managing Sold Projects
Energy and Financial Analysis
PV Systems, Energy Storage, and Efficiency Measure
Manage Sales Opportunities
Create and Manage Jobs (Projects and Work Orders)
SolarNexus FAQ
Misc
User Account Maintenance
Utility Bills
Managing Company Catalog
Managing Projects
Financial Analysis
PV System Design and Production Estimates
Video - Webinars and Tutorials
View all topics
