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Admin

  • How to Set Up Automations
  • How to Bulk Upload Manual Projects
  • How to Auto Add Adders in Your Proposal?
  • How to Set Up NREL Design Approval
  • How to Set Up and Use SubHub Sign
  • How to Add a New Document Template?
  • How to Set Up State-Wise Battery Selection?
  • How To Use And Enable NREL Jail Functionality?
  • How to Manage NREL Settings
  • How to Add Counties to Territory?
  • How to Auto Add Adders Based on Roof Type?
  • How to Update Project Stages?
  • System Loss- Dynamic Pricing
  • Setup Round Robin for Projects
  • How to Set Up and Manage Perfect Packet
  • How to Enable Auto Trigger for Auto Stage Processing of Projects?
  • How to Set an Auto Trigger to Convert a Proposal to a Project After a Contract is Signed?
  • How does the Ambassador Program Work for a Customer?
  • How to Add Custom Loan Companies to Your Database?
  • How to Activate Permission for the Ambassador Program?
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