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Articles in this section

  • Overview of Leads
  • Create a Lead
  • Edit Lead Screen

Edit Lead Screen

Once you create a Lead, the 'Edit Lead' screen serves as a home screen to view and access all Lead Information, Contact Logs, Meters, Energy Use Profiles, Proposals, and Documents stored underneath that Lead.

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Related articles

  • Overview of Leads
  • Financier Transactions
  • Proposal Configuration Tutorial
  • Blended Utility Rates
  • Utility Rate References

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