Create a Lead
The first step to generating a proposal in Energy Toolbase is to create a lead. From anywhere on the platform, you can create a new Lead from the ‘Lead’ drop-down menu on the top navigation by clicking 'Create New Lead.'
In the next window, you will need to enter customer information and address where the project will be located. Other general info regarding the lead is entered in this window, including lead rating as “New, Hot, Live or Dead,” lead generation tracking, and notes. You can also assign leads to other users within their accounts. When finished, click “Save,” and you will be brought to the 'Edit Lead' screen.