How to View Customer Savings History
In order to see the “Savings History” button on proposals, please ask your account manager to enable this setting for you.
Follow the steps below to view a customer’s savings history.
Step 1: From your customer’s proposal page, click “View Detail” on the proposal card.
Step 2: Complete your customer’s design and add the necessary equipment to the proposal.
Step 3: Scroll down to the financing section of the proposal and click “Savings History”.
Step 4: You can view your customer’s savings data here.
