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What types of account structures does Solo offer?

 We offer the following account structures: 

Installer Template Model

The Installer Template model is set up with one Master Account that houses all the users, proposals, and all data, allowing reps to select from a number of "templates" underneath the Master Account. This account structure is a great choice for sales organizations that have contracted with multiple installers, either across their state, region, or the country. 

Sales Growth Account Model (2)

 

To learn more about the Installer Template model, refer to THIS article or the video provided below! 

Please note: this account model was previously referred to as the "Sales Growth" model. 

 

Direct Model

The Direct Model is set up with one Master Account and several sub-accounts. The Master account is typically the installer, with the sub-accounts being Sales Channel Partners or Dealers. This model allows for users and customers to be housed in sub-accounts and works great for companies with teams in multiple states or regions. 

Installer Account Model

To learn more about the Direct model, refer to THIS article or the video provided below! 

Please note: this account model was previously referred to as the "Installer Model".

 

If you're unsure which account structure would work best for your company, reach out to your implemetation specialist or account manager!