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How To Request a Proposal From an Existing Lead

This article details the process of requesting a proposal from an existing customer account, after a setter has created it. To learn how to request a proposal while creating a customer, navigate to this article HERE. 

When a customer is created by a user with a "SAAS Setter" or "SAAS Setter Manager" role, the request will not immediately enter the proposal queue upon creation. Instead, the customer will enter the "Lead" status until a user with a different, non-setter, role manually requests the proposal, following the steps below:

  1. While on the customer's information page, open the "Solar Proposals" tab, and press the "Request Proposal" button.

    SolarProposals_RequestPropLead_GIF

  2. Input the customer's utility information
    1. Monthly usage is the most accurate, but yearly is also a great option! You are also able to enter the average monthly bill, or upload an image of the utility bill.
      RequestPropLead_UtilityInfo
  3. Select your panel option for the customer:
    1. Use the Company Default, and our designers will build up to your company’s preferred offset.
    2. Use Max Fit if you’d like the maximum number of panels on the customer's roof.
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  4. If you have specific requests for how you’d like our designers to build your proposal, you can specify that in “Special Requests”.
    RequestPropLead_SpecialRequests

  5. Under the Proposal Queue, choose which queue you’d like the proposal to be put in. Depending on your company settings, the options here may differ. 
    1. To learn more about available queues, click HERE. 
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  6. Select the utility company through the dropdown.
    1. If we do not have the one you're looking for, toggle on "Other Utility" and enter the Utility Company Name and the price per kWh.
      RequestPropLead_SelectUtility_GIF
  7. Optional: Select the lead type and the county of the customer.
  8. If you have additional notes or specifications for the proposal designer, check "Add Notes for SOLO Proposal Team" and provide them in the notes section: 
    RequestPropLead_Notes
  9. Press submit.