Submitted Solar Agreement Info (Web)

  • Updated

Note: This ability is only available for Managers and Admin Users

 

To view submitted pest agreements go to Sales Hub>Agreements in the Sales Rabbit Web App.

You will then see a list of submitted agreements that you will be able to navigate through as needed. You may need to change the date range or "quick date" to see the agreement you are looking for. 

You may now click on any agreement to see the details of the agreement. All of the fields match up with the information provided through the app. These fields include: approximate square footage, city, contact date, first name, ground mount, internet, last name, multi-story roof, notes, phone, sales date, state, street, zip, appointment type and SSN. 

Note: Addendum's are pictures that you can attach to the agreement within the Sales Rabbit app. 

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