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Overview
Once the lead is in QuickBase, the sales representative must ensure that all the essential documents are collected and uploaded to their corresponding sections in QuickBase. These requirements include:
- Signed HIA
- CPUC, when required
- Secured Loan, PPA, or Customer Payment
- Utility Bill
Once the sales rep has secured the above documents, they can convert the lead into a job.
If, for any reason, the sales representative encounters difficulties in converting the lead into a job, they may contact the Project Management team via phone or chat. A Project Manager will then review the lead and convert the job on their behalf.
Once the job is successfully converted and available in QuickBase, the sales representative can proceed with the site survey process.