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Salesperson User Guides

Training Videos

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

How to Use NEM3 Scenario Report (9 min.)

Written by Leroy Coffman
Updated 2 months ago

Changing the Scenario Report Defaults (2 min.)

Written by Leroy Coffman
Updated 2 months ago
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Additional articles

How to Use NEM 3.0 Scenario Tool

How to Use NEM 3.0 Scenario Tool for Proposals

Written by Leroy Coffman
Updated 3 months ago

Interpreting NEM 3.0 Scenario Report Data

How to understand the graphs and data in the NEM 3.0 Scenario Report

Written by Leroy Coffman
Updated 5 months ago

Pulling Consumption Data for a New Lead

Know True-Up offers a convenient way to pull utility consumption data for potential customers

D
Written by Dustin
Updated 7 months ago

Adding a New Solar Install Customer

Know True-Up has Quick Features to Simplify New Customer Entry

D
Written by Dustin
Updated 7 months ago