Congratulations on closing a deal! You can use the following steps to close this customer on the EnergySage platform.
Closing out your sales gives you credit for the sale, contributing to your badge rating on EnergySage.This action also finalizes the lead for other installers, ensuring that all communication is only between you and the homeowner.
How to close out a lead from the Quoted tab
Step 1: Log into EnergySage and navigate to your "quoted " tab
Step 2: Locate the customer you are looking to close out. Under the "Take Action" drop down select "Contract Signed"
Tip: you can do this directly from the individual lead view under "Take Action"
Step 3: Complete the prompted questions including final system size, financing choice, gross system cost (when the customer selected storage), and upload a copy of your signed contract - then hit Submit!
How to close out a lead from the Moving Forward tab
Step 1: Log into EnergySage and navigate to your "Moving Forward " tab
Step 2: Locate the customer you are looking to close out. Note: Customers can be in 2 stages here (shown below)
Contract is indicated as signed: These are no longer able to be edited. homeowners also have the ability to close out their accounts which is a way they can end up in this status
You can contact recievables@energysage.com and your PSM if you have questions or need any adjustments
Quote has been selected, but has not officially moved to Contract Signed: You can close this sale out by clicking "Contract Signed"
Step 3: Complete the prompted questions including final system size, financing choice, gross system cost (when the customer selected storage), and upload a copy of your signed contract - then hit Submit!
If you have any questions on how to close out your sales please reach out to your Partner Success Manager