Please enable JavaScript.
Coggle requires JavaScript to display documents.
Salesforce Objects (LEAD (USAGE (‘Attach Bill’ upload button, Input fields…
Salesforce Objects
-
-
-
-
-
-
-
-
LEAD
-
-
-
-
-
-
-
-
Solar Company (Ability to choose which one you are sending the request for proposal to) the options should be Erus or Meraki, just those two.
Office tab to select which office they are working in (I feel we are auto populating this based off of the Rep ID)
Checkboxes for Nest, LEDs, Aeroseal, Pool Pump, Ground Mount
-
-
-
-
-
-
Proposal Priority drop down box "normal, urgent, in home"
-