Onboarding & Training
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      1. Partner Resource Center
      2. Onboarding & Training

      Getting Started: Your Training Guide

      This guide offers essential resources for new companies and reps to get familiar with EnergySage and understand its features, tools, and best practices—your one-stop shop to get up to speed!

      1. What does my quote look like to a consumer? - Our Energy Advisor, Nicole, will walk you through what homeowners see when they review your quotes.
      2. How to update your company profile - Learn how to set up your company profile and all the information you should include.
      3. Managing service areas (territories) for you and your team - Setting your areas of service ensures you are only receiving leads in the areas you want to. You can set service areas on personal and company level, see how to do both in this article. 
      4. How to use Bulk Messaging - Learn how to use the new tools and capabilities in our Bulk Messaging feature.