There are three ways to access your solar agreement.
The first way is by clicking on "Agreements" icon on the home page.
The second way is by clicking on the "Agreements" icon located at the bottom of every page in Sales Rabbit (pictured below).
The third way to get to the agreements section is through the lead detail page from the canvassing section. There click on the agreement icon (hands shaking) in the upper right-hand corner.
By clicking on that icon, it will transfer any of the contact information on the lead detail page directly onto an agreement.
Before submitting an agreement, fill out all required fields (pictured in red below).
On the solar agreement, attachments can be added by clicking on "Attachments" at the top of the screen and then by clicking the box with a "+" icon in it. This will enable you to access your photos on your device or take a new photo to attach to the submission.
To view submitted agreements on the Sales Rabbit Dashboard go to Sales Hub>Contracts>List, this will display all of the submitted customer fields. This is also where the submitted photos can be downloaded. They will be attached to the submissions as an "Addendum" pictured below.
