All Sales and Ops

How do I change the default subject and body when emailing a proposal?
Admin users can change the default subject and body of the email sent when emailing a proposal to a homeowner. The custom field will still be available. ...
Thu, 23 Feb, 2017 at 6:38 PM
How can I adjust the system image used in the proposal?
You can adjust the appearance of the system design image that is used in the proposal by capturing it using the system snapshot tool. This article is a ...
Thu, 23 Feb, 2017 at 6:57 PM
How do I create reports in Sighten?
Sighten's reporting feature allows you to generate table reports and extract data for offline use. Five types of reports can be generated:  Proposals...
Mon, 24 Apr, 2017 at 1:15 PM
How do I send a credit application?
Initiating a credit application (and sending the credit application to the homeowner via email) can be done from the qualification page. The qualificati...
Fri, 10 Mar, 2017 at 8:05 PM
How do I enter utility usage by Annual amount (Annual usage - KWH)?
The Sighten Utility window allows for the selection and input of utility information. Information on the Utility window can be found here. In addition t...
Thu, 16 Mar, 2017 at 12:46 PM
How do I enter utility usage by Monthly bill ($)?
The Sighten Utility window allows for the selection and input of utility information. Information on the Utility window can be found here. In addition t...
Thu, 16 Mar, 2017 at 12:47 PM
How do I enter utility usage by Annual bill ($)?
The Sighten Utility window allows for the selection and input of utility information. Information on the Utility window can be found here. In addition t...
Thu, 16 Mar, 2017 at 12:47 PM
How do I enter utility usage by Monthly usage (KWH) and Monthly bill ($)?
The Sighten Utility window allows for the selection and input of utility information. Information on the Utility window can be found here. In addition t...
Tue, 14 Mar, 2017 at 4:32 PM
How do I log in as a downstream partner?
Accounts set up as channel managers and financiers have the ability to log in as a downstream partner (Contractor Org).  To log in as a downstream partn...
Mon, 27 Mar, 2017 at 3:56 PM