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title: Customer Management | Solo Help Center
description: Customer Management
---

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1. [Solo Help Center](https://help.gosolo.io/)
2. [Customer Management](https://help.gosolo.io/customer-management)

# Customer Management

- [Customer Page Walkthrough](https://help.gosolo.io/customer-page-walkthrough)
- [How to Find a Customer or Proposal](https://help.gosolo.io/how-to-find-a-customers-information)
- [Where can I view all my proposals for a specific customer?](https://help.gosolo.io/where-can-i-view-all-my-proposals-for-a-specific-customer)
- [Updating a Customer's Information](https://help.gosolo.io/updating-a-customers-information)
- [How to Re-drop the Location Pin Under Customer Information](https://help.gosolo.io/how-to-re-drop-the-location-pin-under-customer-information)
- [How to Update the Customer's Pin Location](https://help.gosolo.io/redropping-the-pin-1)
- [Changing Your Customer's Utility Company](https://help.gosolo.io/how-do-i-change-my-customers-utility-company)
- [How do I Re-assign a Sales Representative to a Customer?](https://help.gosolo.io/how-do-i-re-assign-a-sales-representative-to-a-customer)
- [How to Use the Chat on a Customer Page](https://help.gosolo.io/how-to-use-the-customer-chat)
- [How to Access Your Proposal Queue](https://help.gosolo.io/how-to-access-your-proposal-queue)
- [How to Upload a File to a Customer Profile](https://help.gosolo.io/how-to-upload-a-file-to-a-customer-profile)
- [Changing the Company/Installer Your Customer is Assigned To](https://help.gosolo.io/changing-the-company/installer-your-customer-is-assigned-to)

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- [Getting Started with Solo](https://help.gosolo.io/getting-started-with-solo)
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    - [Your Account](https://help.gosolo.io/users-permissions#your-account)
    - [Managing Users](https://help.gosolo.io/users-permissions#managing-users)
    - [User Permissions](https://help.gosolo.io/users-permissions#user-permissions)
- [Customer Management](https://help.gosolo.io/customer-management)
- [Solo Studio](https://help.gosolo.io/solo-studio#main-content)

    - [DirectDesign](https://help.gosolo.io/solo-studio#directdesign)
- [Proposals](https://help.gosolo.io/proposals#main-content)

    - [Requesting a Proposal](https://help.gosolo.io/proposals#requesting-a-proposal)
    - [Adjusting Your Proposals](https://help.gosolo.io/proposals#adjusting-your-proposals)
    - [Sharing Proposals](https://help.gosolo.io/proposals#sharing-proposals)
    - [Understanding the Proposal](https://help.gosolo.io/proposals#understanding-the-proposal)
    - [Video Gallery](https://help.gosolo.io/proposals#video-gallery)
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    - [Shade Reports](https://help.gosolo.io/proposals#shade-reports)
    - [DXF](https://help.gosolo.io/proposals#dxf)
- [SoloSign](https://help.gosolo.io/solosign#main-content)

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    - [Proposal Theme](https://help.gosolo.io/missioncontrol#proposal-theme)
    - [Adders](https://help.gosolo.io/missioncontrol#adders)
    - [Company Pricing](https://help.gosolo.io/missioncontrol#company-pricing)
    - [Design Preferences](https://help.gosolo.io/missioncontrol#design-preferences)
    - [Shade Report](https://help.gosolo.io/missioncontrol#shade-report)
    - [Lender Priority](https://help.gosolo.io/missioncontrol#lender-priority)
    - [DXF](https://help.gosolo.io/missioncontrol#dxf)
    - [Company Settings](https://help.gosolo.io/missioncontrol#company-settings)
- [Integrations & Partnerships](https://help.gosolo.io/integrations-partnerships#main-content)

    - [API Documentation](https://help.gosolo.io/integrations-partnerships#api-documentation)
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- [What's New](https://help.gosolo.io/whats-new)
- [User Support](https://help.gosolo.io/user-support#main-content)

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