Course Preview

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  • 1

    Welcome to your Partner Portal!

    • How to access your resources

    • The Complete Solar Customer Experience

  • 2

    Learn More About Complete Solar

    • Complete Solar Overview

    • Complete Solar on Social Media

    • Complete Solar Customer Reviews

    • Complete Solar Newsletters

    • Our Warranty

    • Certainteed Warranty

    • Complete Solar is Pearl Certified!
  • 3

    Required Live Training

    • Reserve Your Spot

    • You sold a deal! Now what?

    • Self-Site-Survey and Roofing Process
  • 4

    Video Trainings

    • Sales Process - Credit, Contracts, Docs

    • Sales Process - Proposal Requests

    • Complete Solar Sunrun Verification Call

    • Heliotrack Job Status Definitions

    • Heliotrack Overview and OPF

    • How to Use Enerflo

    • Training with Enphase

    • SunRun Video Training and Presentation
  • 5

    Sales Process A-Z

    • Complete Solar Partner Onboarding_ Sales Process Training 11.4.2020.pdf

    • Sales Process Training Download

    • Enerflo Proposal Sample

    • Sunrun Proposal Sample

    • Welcome Call Script

    • OPF Training Download

    • HelioTrack Training Download

    • HelioDesk Overview Download

    • How to View Commissions

    • Everbright PPA Sales process
  • 6

    Contacts and Help

    • Account Managers

    • Copy of HelioDesk Overview

    • HelioDesk (Pre-SPA)

    • Retention and Sales Packet Updates (Post SPA)

    • Sunrun Support

    • Job Aid Utility Bill Policy Channel
  • 7

    Links

    • Sunrun Proposal Request Form

    • Sales Rep Login Request Form

    • Refer Another Company

    • HelioTrack
  • 8

    Financing Docs and Rates

    • Finance Product Spreadsheet

    • Process for Cash Purchases

    • Dividend Financing

    • EverBright PPA Spec Sheet

    • Complete Solar PPA Example Everbright

    • Mosaic Financing

    • Schedule a Mosaic Training

    • Pace Funding

    • Service Finance

    • Sunlight Financial

    • Brightoak Solar Finance Program Overview

    • Other Brightoak Documents
  • 9

    Battery Guides

    • Battery Sell Sheet

    • Enphase Batteries

    • Generac Batteries

    • Battery Quantity Guide

    • SGIP

    • Sunlight Battery Equipment Acknowledgement form
  • 10

    Roofing

    • Roofing Services

    • Roofing 101
  • 11

    Marketing Services

    • Order Marketing Material

    • Repository of Materials