The Customers list is your home base in the Proposal Tool — every residential customer you work with, searchable and sortable in one place. From here you create new customers and open a customer to build or review their proposals.
The Customers list — search, filter by salesperson, and sort.
Use the search bar to find a customer by name, the salesperson dropdown to filter to a specific consultant, and the sort control to reorder the list. Each row shows the customer's name, owner, number of proposals, contact info, and address.
Click + Create Customer to open the new-customer form. Fill in the name, address, email, and phone, choose the utility and lead source, and click Create Customer. The new customer opens automatically so you can start their first proposal.
The Create Customer form.
Opening a customer shows their aerial view, contact and site information, integration status (HubSpot, Aurora, Sunrise), and the list of their proposals. Use Go to Proposal List to jump to their proposals, or Back to Customer List to return.
A customer's page — aerial view, contact and site information, and proposals.
Click Customers in the top navigation. It's also where you land right after signing in.