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Platform journeys, Homeowner generating a lead, Installer generating a…
Platform journeys
Homeowner generating a lead
New Homeowner
Lands on System Estimator Homepage
enters the requirement
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...
Existing Homeowner
Lands of System Estimator Homepage
Logs in system estimator using his Enlighten credentials
Selects a site from site selection pop-up
If the requirement is a micro or PV upgrade
Fills a connect form and lead sent to SFDC
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...
(Upgrade program) -Clicks on 'Add storage' on ENHO app
Opens System Estimator in ENHO app
(Upgrade program) -Receives an email with one step intent
Clicks on interested CTA on email
Lead created on platform
Matched to existing installer
Installer generating a lead (self leads)
Existing Homeonwer
Logs in to System Estimator
A pop-up opens up with systems installed
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
Clicks on 'Create lead' on ENLM dashboard or Leads dashboard (self lead)
Redirects to 'create lead' page on ENLM
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
New Homeowner
Logs in to System Estimator
A pop-up opens up with systems installed
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
Clicks on 'Create lead' on ENLM dashboard or Leads dashboard (self lead)
Redirects to 'create lead' page on ENLM
Enters the type of lead and HO details
Clicks on 'create lead'