Introducing Our New Notes Feature: Your Secret Weapon for Growth!

Just launched: Our new Notes feature helps busy solar and battery pros manage customer details effortlessly to crack electrification.

Released: March 24, 2025

No more lost info or missed opportunities - just streamlined process and faster growth.

What's it got:

• Save time with customer details stored right where you need them
• Close more deals by remembering what matters to each customer
• Scale your business with better team collaboration
• Deliver exceptional service that generates referrals

Two Simple Ways to Use Notes

Adding a note is simple and intuitive. You can access it in two convenient spots:

1. Via the Opportunity Dashboard
   • Find your customer opportunity

1. • Click the Notes icon
     
   • Type your notes and save
     
     

1. Add Notes anywhere in an opportunity:
   
   • Open any opportunity.
   • Click Notes icon in top-right corner.
     
     
   • Add your notes and save
     
     
     
     

You're building the clean energy future - and we're with you. With Notes, you'll capture every customer preference, track conversation details, and never miss special requirements that could make or break a sale.

The feature is live now for all users!

Got feedback? We're all ears.