Opportunities
What is an opportunity and how to create one on our platform?
In this article, we will explore the concept of an "opportunity" and guide you step by step on how to create one on our platform. Creating and managing opportunities effectively is essential to maximize your chances of sales success. Using the ...
Opportunities - Simulation
In this article we will explain the "Simulation" tab that we find within the view of our opportunities. This tab collects all the information from the simulation and presents it in a way that is easy and quick to understand. This way we can know what ...
Opportunities - Incidents
In this article we will explain the Incidents tab found in the opportunities view. Here you can see all incidents related to customer installations. This function is important to have greater control over problems that may arise and manage them in a ...
Opportunities - Fields to fill
In this article we will explain the functionalities of the "Fields to fill" tab that we find in the opportunities view. In this tab we will find all those fields for which we need information from the client. This information is crucial, as it ...
Opportunities - Engineering
In the Engineering tab, found in the client's Opportunity, all the information of the offer that the client has signed is presented. The Engineering tab will be available in the substates indicated during the configuration of the states and substates ...
Opportunities - Reports
In this article we will explore in depth the functionalities of the "reports" tab. This tab allows you to generate detailed and personalized reports directly from the platform, ready to be sent to the end client, these reports can improve ...
Opportunities - Activities
In this article, we will explain the "Activities" tab that we find in the opportunities view. Activities refer to all those actions that we can carry out with a generated business opportunity. These actions include the interactions we have had with ...
Opportunities - Main Views and Filters
In this article, we will explain the buttons and options available in the main view of the "Opportunities" tab and in the view that appears when we click on a specific opportunity. Additionally, we will describe the filters that we can use within ...
Opportunities - Offers
In this article, we will explain the "Offers" tab that is available when you click on an opportunity already created on our platform and is crucial to manage and monitor the proposals you present to your clients. The "Offers" tab is a section within ...
Opportunities - Attachments
When you click on an opportunity already created on the platform, one of the tabs you will find is the "Attachments" tab. Use this tab to keep all important documents in one place, avoiding information dispersion and facilitating quick access. In ...
Opportunities - Summary
In this article we will explain the "Summary" tab. When you click on an opportunity already created on the platform, you will find several tabs that organize the information in a clear and accessible way. One of these is the “Summary” tab which ...
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Commercial Simulator - General Settings
In this article we will explain the first tab found within the configuration section of the commercial simulator "General Configuration", its functionalities and the configuration possibilities that we have from here. The commercial simulator must be ...
What are offer types? How are they created?
From the platform, we can configure different types of photovoltaic offers, which will allow us to customize the creation of proposals for different types of opportunities within the Quoting Tool. Where can I find this option? → Left side menu → ...
Trading simulator - Price tables
In this tab we will find the different options that we will have to configure the installation in the commercial simulator, from the types of electrical connections available, types of structures or roof materials, as well as how these configurations ...
What are the rates? What do they affect and how?
Electricity rates cover the costs associated with each country and specific time periods. It is essential to keep in mind that these rates will have a direct impact on the formulation of our offers, since the prices proposed for our photovoltaic ...
Rate Importer
In order to be able to make offers based on national rates and depending on the address of the installation, the day and the time, it is important that we configure the electricity rates within the platform. Where can I find this option? → Left ...