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Admin

  • Setup Round Robin for Leads
  • Office Onboarding Process
  • How to Add Inverters to Your Database?
  • How to Set Escalation Values for Your Proposals?
  • How to Set Up Master Adder Pricing for Sales Organizations from EPC Organizations
  • How to Add New Users?
  • How to Navigate SubcontractorHub’s Database
  • How to Import Bulk Data with Data Wizard?
  • Project Page Layout
  • CRM Integrations
  • How to Set Up Commissions for the Solar + Battery Job Type
  • How to Set Up the Appointment Module?
  • How to Adjust Lead Page Layouts
  • Adjust Roles and Permissions
  • Quality Control for Sales-EPC Organizations
  • Set Minimum Quantity for Batteries
  • Office Mirror Pricing
  • Panel Pricing for Territory
  • How to Set Up and Use Custom Lenders
  • How to add email IDs for Credit Fail Check?
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