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Salesperson User Guides

Training Videos

Using Scenario Report for New Storage+Solar Additions (6 min.)

How to use the Scenario Report for customers who are adding storage and solar for the first time.

Written by Leroy Coffman
Updated 3 months ago

First Time Salesperson Login (3 min.)

Written by Leroy Coffman
Updated 3 months ago

Adding a New Customer Lead (4 min.)

Written by Leroy Coffman
Updated 3 months ago

Using PG&E "Guest Access" to Authorize Data Sharing (3 min.)

Written by Leroy Coffman
Updated 3 months ago

Changing the Scenario Report Defaults (2 min.)

Written by Leroy Coffman
Updated 3 months ago

Uploading Solar Production CSV to Scenario Report (2 min.)

Written by Leroy Coffman
Updated 3 months ago

Uploading a Utility Consumption CSV File (1 min.)

Written by Leroy Coffman
Updated 3 months ago

Additional articles

How to Use NBT/NEM3 Scenario Tool

How to Use NBT/NEM3 Scenario Tool for Proposals

Written by Leroy Coffman
Updated 3 months ago

Interpreting NBT/NEM3 Scenario Report Data

How to understand the graphs and data in the NBT/NEM3 Scenario Report

Written by Leroy Coffman
Updated 3 months ago

Pulling Consumption Data for a New Lead

The program offers a convenient way to pull utility consumption data for potential customers

D
Written by Dustin
Updated 3 months ago

Adding a New Solar Install Customer

The program has Quick Features to Simplify New Customer Entry

D
Written by Dustin
Updated 3 months ago