1.0 How does the portal work?
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Solar Leads Training

Video instructions on how the CRM system works and free access to software.
  • 1.0 How does the portal work?

    04/06/2021 | 03:08

    This is the portal when you can increase your budgets, select your locations and make changes to your credit card. You can also see the leads you have paid for and download an XL spreed sheet if required.

    1.0 How does the portal work?

    Created 04/06/2021
  • 2.0 How the solar lead is created

    04/08/2021 | 05:42

    This shows you how the leads come in and what you need to say to follow on from the lead. This is important.

    2.0 How the solar lead is created

    Created 04/08/2021
  • 2.1 How the text confirmation works

    04/06/2021 | 02:43

    this shows you what the user sees minutes before the lead is generated

    2.1 How the text confirmation works

    Created 04/06/2021
  • 3.0 How to mark an invalid lead

    04/06/2021 | 05:03

    How our CRM system works for marking an invalid lead. This video also shows you how you can use the CRM for your own automation follow-ups .if you need this service let us know. NB: We have made a change where you can now just move the lead to Dispute in your CRM

    3.0 How to mark an invalid lead

    Created 04/06/2021
  • 4.0 How does the billing work

    04/06/2021 | 01:52

    This explains how your card is billed in relation to an invalid lead.

    4.0 How does the billing work

    Created 04/06/2021
  • 5.0 How to pause and start your leads

    04/20/2021 | 00:57

    If you want to pause your leads this how you do it. Likewise, if you want to start your leads once pauses.

    5.0 How to pause and start your leads

    Created 04/20/2021
  • 6.0 How to add accounts to your portal

    05/04/2021 | 00:47

    This video shows you how to update the field so your accounts person receives the receipts of all invoices.

    6.0 How to add accounts to your portal

    Created 05/04/2021
  • 7.0 Solar Conversions

    06/15/2021 | 09:25

    How solar conversions work. How to work out your cost per conversion and not worry about the small stuff!

    7.0 Solar Conversions

    Created 06/15/2021
  • 8.0 Hidden Factors to Sales Conversions

    06/17/2021 | 10:27

    This shows you how to work out your true cost of lead generation, or marketing. It is so important you monitor this with your sales team and how you should pay them an incentive!

    8.0 Hidden Factors to Sales Conversions

    Created 06/17/2021
  • 9.0 How to change invoice and personal deals

    08/20/2021 | 01:15

    How to change the settings in your portal including how to have your invoice sent to different address

    9.0 How to change invoice and personal deals

    Created 08/20/2021
  • 10: The Seven Day Cycle Regional Spend

    06/22/2022 | 01:36

    This will show you the actual marketing spend per region for the past seven days. Great way to plan your week ahead.

    10: The Seven Day Cycle Regional Spend

    Created 06/22/2022
  • 1.0 How does the portal work?
    04/06/2021 | 03:08
    1.0 How does the portal work?
    03:08 >

  • 2.0 How the solar lead is created
    04/08/2021 | 05:42
    2.0 How the solar lead is created
    05:42 >

  • 2.1 How the text confirmation works
    04/06/2021 | 02:43
    2.1 How the text confirmation works
    02:43 >

  • 3.0 How to mark an invalid lead
    04/06/2021 | 05:03
    3.0 How to mark an invalid lead
    05:03 >

  • 4.0 How does the billing work
    04/06/2021 | 01:52
    4.0 How does the billing work
    01:52 >

  • 5.0 How to pause and start your leads
    04/20/2021 | 00:57
    5.0 How to pause and start your leads
    00:57 >

  • 6.0 How to add accounts to your portal
    05/04/2021 | 00:47
    6.0 How to add accounts to your portal
    00:47 >

  • 7.0 Solar Conversions
    06/15/2021 | 09:25
    7.0 Solar Conversions
    09:25 >

  • 8.0 Hidden Factors to Sales Conversions
    06/17/2021 | 10:27
    8.0 Hidden Factors to Sales Conversions
    10:27 >

  • 9.0 How to change invoice and personal deals
    08/20/2021 | 01:15
    9.0 How to change invoice and personal deals
    01:15 >

  • 10: The Seven Day Cycle Regional Spend
    06/22/2022 | 01:36
    10: The Seven Day Cycle Regional Spend
    01:36 >