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← Customer Feedback for Enphase

Settings and activity

8 results found

  1. Add Specifics to To-Do List on Dashboard Page

    1 vote

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    0 comments  ·  Solargraf Features » Company Settings  ·  Admin →
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    Sonia Azizian shared this idea  · 

  2. Incorporate a Lead Intake Template into the Lead Notes section

    1 vote

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    0 comments  ·  Solargraf Features » Others  ·  Admin →
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    Sonia Azizian shared this idea  · 

  3. Automatically Import Lead Appt/F-Up Dates to Project Page

    1 vote

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    0 comments  ·  Solargraf Features » Project Settings  ·  Admin →
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    Sonia Azizian shared this idea  · 

  4. Notes/Appt/Follow-up Fields for Lead Page

    2 votes

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    2 comments  ·  Solargraf Features » Company Settings  ·  Admin →
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    Sonia Azizian shared this idea  · 
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    Sonia Azizian commented  · 

    On Leads Page:

    1- Add a "Notes" Field
    2- Make Appt Field modifiable for Sales Rep
    3- Add a "Follow-Up Date" Field
    4- Add a "Next Action" Field
    5- Disconnect the Calendar and Clock dropdowns from Date/Time fields.

    Thank you!
    sonia@magenta.solar

  5. Integrate with Sunlight

    8 votes

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    0 comments  ·  Solargraf Features » Financing  ·  Admin →
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    Sonia Azizian supported this idea  · 

  6. Automated Tasks

    2 votes

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    0 comments  ·  Solargraf Features » Project Settings  ·  Admin →
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  7. Create custom field in Projects page

    2 votes

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    0 comments  ·  Solargraf Features » Others  ·  Admin →
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    Sonia Azizian supported this idea  · 

  8. Edit Lead Status

    3 votes

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    0 comments  ·  Solargraf Features » Company Settings  ·  Admin →
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    Sonia Azizian supported this idea  ·