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SolarNexus Help Center
Manage Sales Opportunities

Application Overview
Tips and Tricks
Integrating SolarNexus with Other Applications
Incentives and Finance Programs
Documents: Templates and DocuSign
Shared Company Resources
Reporting
Project Data
Resources
- Products and Catalogs
- Service Offerings, Pricing, & Solution
Project Milestones and Workflow Management
Account and User Management
Managing Sold Projects
Energy and Financial Analysis
PV Systems, Energy Storage, and Efficiency Measure
Manage Sales Opportunities
Create and Manage Jobs (Projects and Work Orders)
Misc
User Account Maintenance
Utility Bills
Managing Company Catalog
Managing Projects
Financial Analysis
PV System Design and Production Estimates
Video - Webinars and Tutorials
Update Notes
Contact Support

Manage Sales Opportunities

Defining a Solution
Proposing & Selling a Project (Docs)
About Loan / Dealer Fees
Tracking Customer Contacts
Adding Services to a Solution
Pricing a Solution
Scope of Work: Desired Scope and Solution Scope
Web-Enabled Proposals

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