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SolarNexus
- Contact Support
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- 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
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User Support
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Release Notes
Which field is the best field to match between my CRM and Solo?
Basic customer information is good to include! For example name, address, email, etc. Then you can map the proposal URL, the cost of the system, and the PPW. The Solo integration has more capability, but the above is the most common!
Please reach out to Integrations (integrations@gosolo.io) for specific information needed based on what you want to integrate through your CRM.