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?

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

    Apr 7, 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: Apr 7, 2021
  • 2.1 How the text confirmation works

    Apr 5, 2021 | 02:43

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

    2.1 How the text confirmation works

    Created: Apr 5, 2021
  • 3.0 How to mark an invalid lead

    Apr 5, 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: Apr 5, 2021
  • 4.0 How does the billing work

    Apr 5, 2021 | 01:52

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

    4.0 How does the billing work

    Created: Apr 5, 2021
  • 5.0 How to pause and start your leads

    Apr 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: Apr 20, 2021
  • 6.0 How to add accounts to your portal

    May 4, 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: May 4, 2021
  • 7.0 Solar Conversions

    Jun 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: Jun 15, 2021
  • 8.0 Hidden Factors to Sales Conversions

    Jun 16, 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: Jun 16, 2021
  • 9.0 How to change invoice and personal deals

    Aug 19, 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: Aug 19, 2021
  • 10: The Seven Day Cycle Regional Spend

    Jun 21, 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: Jun 21, 2022
  • 1.0 How does the portal work?
    04/05/2021 | 03:08
    1.0 How does the portal work?
    03:08 >

  • 2.0 How the solar lead is created
    Apr 7, 2021 | 05:42
    2.0 How the solar lead is created
    05:42 >

  • 2.1 How the text confirmation works
    Apr 5, 2021 | 02:43
    2.1 How the text confirmation works
    02:43 >

  • 3.0 How to mark an invalid lead
    Apr 5, 2021 | 05:03
    3.0 How to mark an invalid lead
    05:03 >

  • 4.0 How does the billing work
    Apr 5, 2021 | 01:52
    4.0 How does the billing work
    01:52 >

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

  • 6.0 How to add accounts to your portal
    May 4, 2021 | 00:47
    6.0 How to add accounts to your portal
    00:47 >

  • 7.0 Solar Conversions
    Jun 15, 2021 | 09:25
    7.0 Solar Conversions
    09:25 >

  • 8.0 Hidden Factors to Sales Conversions
    Jun 16, 2021 | 10:27
    8.0 Hidden Factors to Sales Conversions
    10:27 >

  • 9.0 How to change invoice and personal deals
    Aug 19, 2021 | 01:15
    9.0 How to change invoice and personal deals
    01:15 >

  • 10: The Seven Day Cycle Regional Spend
    Jun 21, 2022 | 01:36
    10: The Seven Day Cycle Regional Spend
    01:36 >