How to Create a Lead & Energy Recommendation in Quickbase 

This is how to create a Lead & Energy Recommendation in Quickbase
00:10 Create a Lead in Quickbase
01:40 Create an Ownership Proposal Agreement
02:05 Select a Utility and Enter Usage/Consumption
02:15 Choose PV System Type, Details, & Initial PPW Pricing
04:05 Configure Battery System & Preferred Loads
05:45 Review Adders & Initial Selected Add-Ons
06:15 Choose Funding Partner/Payment Method (Loans or Cash/Direct Customer Payment Only)
07:10 Confirm, Save, Refresh
07:30 Creating a Roof Quote Adder (Check out the later video in this playlist!)
09:00 Adjusting Package/Contract Price
09:55 Send Document Request for Signatures