Customer Management
- Customer Page Walkthrough
- How to Find a Customer or Proposal
- Updating a Customer's Information
- How to Re-drop the Location Pin Under Customer Information
- How to Update the Customer's Pin Location
- Changing Your Customer's Utility Company
- How do I Re-assign a Sales Representative to a Customer?
- How to Upload a File to a Customer Profile
- How to Use the Chat on a Customer Page
- Where can I view all my proposals for a specific customer?
- How to Access Your Proposal Queue