How to Book a Solar Quote Review from Opportunity

  1. Before calling, find the Opportunity for the Contact
    1. On desktop browser, go to https://crm.solarhub.app then click Opportunities on left menu
    2. On mobile, go to LeadConnector or HighLevel mobile app
  2. Click Opportunity card click calendar icon (see screenshot - varies slightly on mobile)
  3. Follow these instructions carefully: