Marketplace How-Tos

Have a question about how to do something on the EnergySage platform? Find the answer to the question you have here.

• How to update your company profile
• How to manage customer reviews
• Managing territories for you and your team.
• How to hide a lead
• Use a meeting scheduling tool to easily connect with leads
• How to set up your account
• Adding endorsements and certifications to your profile
• How to manage users on your account
• How to use Bulk Messaging
• Quoting Leases & PPAs
• How to add images and videos to your company profile
• How to update or add equipment to the Buyer's Guide
• How to get more leads
• 'View Bill' vs. 'View Bill Details' terminology
• How to Set Up and Use Autoquote
• Adding local Rebates and Incentives to quotes
• How to update or add a panel, inverter, or battery model
• What to do when you've closed a deal
• Quoting Self-Consumption vs. Backup Batteries
• How to link your Google reviews to your EnergySage account
• How to sync your CRM with EnergySage using Zapier