Happy Friday! Take a look at what's new and what's been updated within Solo.
Update Overview
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LightReach
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In Chat Update
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Dynamic Role-Based Price Settings
What You'll See
LightReach
Released Features
- Sales reps can now access and resolve stipulations from the LightReach credit application response modal or the loan stipulations sidebar setting in the proposal.
- The LightReach equipment check modal will include battery manufacture checks with a dropdown option to select an approved battery manufacturer.
Upcoming Features
- Ability for sales reps to select four adder types and allocate Price / kwh when using LightReach; Battery arbitrage, battery backup, electrical upgrade, and roof upgrade.
- Enable the pricing sidebar setting in the proposal with LightReach TPO product itemization.
In Chat Update
- Request a Proposal / Request a Revision via chat form and submission
- Chat with a proposalist via solar queue chat for proposal inquiries
- Account in queue or account not in queue chat indicators
Dynamic Role-Based Price Settings
- Checkbox pricing settings
- Drop-down price reduction or increase limitations when 'Allow PPW Change' selected
- Default pricing set to all roles
- Ability to add pricing settings to specific role(s)
What You'll Feel
You're all up to date!
In Case You Missed It
You're all up to date!