Cheat Sheet
The following page is both a tool to see the steps
needed to perfect packet a deal and a back up
in case other software fails. You MUST still
enter in all required info and docs into the CRM
for Ops to begin processing the project
Step 2: Financing
Step 3: Complete ABP Forms
Sales Support will return this form within 15-20 minutes after submission.
Step 4: Sign Agreement (Cash/Loan Only)
If no cosigner, leave cosigner section in Docusign blank
Step 5: Welcome Call
Step 6: Do Perfect Packet in SalesForce
Sales Support is available between the hours of:
Monday - Friday: 10:00AM - 8:00PM (Central)
Saturday: 10AM - 5:00PM (Central)
Sunday: Closed
Equipment:
Install Timeline: 8-12 Weeks
Panel for Leases: Q.Cell 410
Inverter: Enphase IQ8
Combiner Box: X2-IQ-AM1-240-4C
Racking: Unirac
Battery: SolarEdge
Ground Mount: 10kW size limit and no trenching over 200 feet
Instant Roofing Quote
Ohio Info:
IGS Support Guide
Welcome Call #: 888-974-0114
Illinois Info:
Illinois: Make sure to provide all customers with a copy of the Illinois Shines Brochure
Sunrun
Sunrun Welcome Call# (833) 362-5137
Enfin Welcome Call # (833)979-6288
EverBright
Smart Energy Sales Materials (Chip and HVAC Oil Fouling)
SubContractor Agreement
Illinois Compliance Training
In order to sell in Illinois you must complete the marketing training found here. Please watch the videos, review the marketing guidelines, and complete the quiz with a 100% score to start selling. (It's an open book test, so you should be able to pass.) Your background check will be send via Gusto and must be completed before starting.
CR Solar Rep Process Training
EverBright Walkthrough
EverBright Walkthrough 2
Customer Journey Overview
Aurora Training
Perfect Packet Walkthrough
Sunnova + Aurora Walkthrough
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