After logging in, click on the hamburger menu in the top left of the screen.
Select New Quote
Complete the Contact and Address fields. Numbers cannot be used in a contact name, and the email and phone must be valid.
Once completed, a green bar will appear on the right of each field. An orange bar indicates an invalid entry. When all fields have been completed, the Validate Address button will become active.
Click Validate Address.
Congratulations! You have created a solar site! You can follow these next steps to create a proposal, quote, apply for credit, and generate a contract.
Your solar site can be accessed from the Sales Pipeline.