Getting Started with Solo
Essential tools and features to help you succeed with Solo
- How to Contact Solo Support
- Exporting Search Data
- What browser is Solo optimized for?
- Basic Proposal Walkthrough
- How do inheritances work in Solo?
- Does Solo require training for new Sales Reps?
- Is there a limit to how many people can be on an implementation call?
- What types of account structures does Solo offer?
- What is an Installer Template?
- Can I add hyperlinks to the proposal?
- I know how to use Solo, do I need an implementation call?
- How to Reset a Proposal
- How to Turn Off Autosave on a Proposal
- How to Re-drop the Location Pin Under Customer Information
- Changing Your Customer's Utility Company
- How to Request a Proposal Revision
- How to Find a Customer or Proposal
- How to Upload a File to a Customer Profile
- How to Adjust the Price per kWh on a Proposal
- How do I override the Current Utility Bill?
- Updating a Customer's Information
- Overview of the Side Menu in Solo
- How to Update the Customer's Pin Location
- Customer Page Walkthrough
- I can't open my proposals because nothing happens when I click "View"
- Navigating Through Data Grids
- Navigating Design History
- How do I Re-assign a Sales Representative to a Customer?