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New Homeowner generating a lead through system Estimator. 3 types of leads…

- - - - Lead sent to installer
        
        Installer accepts the lead
        
        Uses Solargraf to create quote and proposal (this option will be disabled for storage only leads)
        
        Open Solargraf within ENLM
        
        Draw surfaces, place panels, and saves drawing
        
        Adds BOM, financial options, etc and creates proposal
        
        1 more item...
        
        Manual entry of quote using platform
        
        Manually edits the system size, add BOM
        
        Manually adds Finance options
        
        Clicks on 'send quote' button on ENLM
        
        1 more item...
        
        Uses Installer System Estimator (V3) to create quote
        
        Open Installer SE V3 inside ENLM
        
        Use ADT, SDT tool to size the system
        
        Add finance options, BOM selection
        
        1 more item...
- - - - sizes the system
        
        Clicks on connect. Lead is created.
        
        Sign up for installer matching
        
        Requests quote from installer
        
        Lead sent to installer
        
        Installer accepts the lead
        
        3 more items...
- - - - Selects a site from site selection pop-up
        
        If storage requirement, proceed
        
        Sizes the system using SE
        
        Clicks on connect. Lead created on platform
        
        Installer matching - ask HO to proceed with Existing installer. If no, show 3 new installers
        
        HO clicks on 'request quote' from an installer
        
        1 more item...
        
        If the requirement is a micro or PV upgrade
        
        Fills a connect form and lead sent to SFDC
  - - - Lead created on platform
        
        Matched to existing installer
- - - - Selects the existing site of the HO
        
        Sizes the system based on HO requirements
        
        Clicks on 'create lead'
        
        Verify if the HO has an active lead on the platform
        
        If HO has active lead, append the installer to list of existing installer
        
        1 more item...
        
        If HO doesn't have an active lead, current installer will be the only installer in platform
  - - - Selects the existing site of HO
        
        If storage lead, Enters the type of lead and HO details
        
        Clicks on 'create lead'
        
        If the requirement is a micro or PV upgrade
        
        Fills a connect form and lead sent to SFDC
- - - - Selects new site
        
        Sizes the system based on HO requirements
        
        Clicks on 'create lead'
        
        Verify if the HO has an active lead on platform
        
        If HO has active lead, append the installer to existing lead
        
        1 more item...
        
        If HO doesn't have an active lead, Lead created on platform with current installer
  - - - Enters the type of lead and HO details
        
        Clicks on 'create lead'
- - - - If micro upgrade, fills a connect form
        
        Thanks you form is displayed and lead sent to SFDC
        
        Customer support contacts HO offline
      - If Storage, size the system
        
        Clicks on connect
        
        Redirects to installer matching screen
        
        Existing installer (yes or no) or 3 installers (if no)
        
        Requests quote from installer
        
        Lead sent to installer
        
        1 more item...
- - - - Clicks on create lead
        
        Lead created on platform if no active lead
        
        Redirected to Lead details page
        
        Clicks on create quote
        
        Uses Solargraf to create quote and proposal (this option will be disabled for storage only leads)
        
        Open Solargraf within ENLM
        
        1 more item...
        
        Uses Installer System Estimator (V3) to create quote
        
        Open Installer SE V3 inside ENLM
        
        1 more item...
        
        Manual entry of quote using platform
        
        Manually edits the system size, add BOM
        
        1 more item...
        
        Installer appended to existing lead if an active lead
- - - - Links the site of the existing HO
        
        Clicks on create lead
        
        Lead created on platform if no active lead
        
        Redirected to Lead details page
        
        Clicks on create quote
        
        Uses Installer System Estimator (V3) to create quote
        
        1 more item...
        
        Manual entry of quote using platform
        
        1 more item...
        
        Installer appended to existing lead if an active lead
        
        Lead types: 1. Micro upgrade, and 2. PV + micro upgrade not supported on platform
- - - - Uses Installer System Estimator (V3) to create quote
        
        Open Installer SE v3 inside ENLM
        
        Selects storage preference
        
        Add finance options and BOM
        
        Clicks on 'Send quote' button on SE v3
        
        HO receives an email with quote link
        
        1 more item...
      - Manual entry of quote using platform
        
        Manually edits the storage size, adds BOM
        
        Manually adds Finance options
        
        Clicks on 'send quote' button on ENLM
- - - - Clicks on 'create lead'
        
        Redirects to Lead details page of ENLM
        
        Uses Solargraf to create quote and proposal (this option will be disabled for storage only leads)
        
        Open Solargraf within ENLM
        
        Draw surfaces, place panels, and saves drawing
        
        Adds BOM, financial options, etc and creates proposal
        
        1 more item...
        
        Manual entry of quote using platform
        
        Manually edits the system size, add BOM
        
        Manually adds Finance options
        
        Clicks on 'send quote' button on ENLM
        
        1 more item...
        
        Uses Installer System Estimator (V3) to create quote
        
        Open Installer SE V3 inside ENLM
        
        Use ADT, SDT tool to size the system
        
        Add finance options, BOM selection
        
        1 more item...
- - - - Clicks on 'create lead' for storage mode
        
        Redirects to Lead details page of ENLM
        
        HO receives an email with Quote link
        
        HO clicks on the quote link
        
        HO gets redirected to SE registration page
        
        HO logs in using existing enlighten credentials
        
        1 more item...
        
        Manual entry of quote using platform
        
        Manually edits the system size, add BOM
        
        Manually adds Finance options
        
        Clicks on 'send quote' button on ENLM
        
        1 more item...
        
        Uses Installer System Estimator (V3) to create quote
        
        Open Installer SE V3 inside ENLM
        
        Use ADT, SDT tool to size the system
        
        Add finance options, BOM selection
        
        1 more item...
      - Micro upgrade - not part of platform