New Lead

1. 2> Create New Prospect in Google Drive Library

1.1. Contract

1.2. Data

1.3. Equip list

1.4. Finance

1.5. Permit

1.6. Photos/ forms

1.7. Docs

1.8. Proposals

1.9. 3> Move to Google Drive Projects

2. 1> Enter Customer Details Using "Customer Contact Form"

2.1. Auto-populate SymE CRM

2.2. Record Sales Process within CRM

2.3. Sales Status - Closed Won to PM Board

2.4. Auto-Populates Project Management Board

2.4.1. Admin Sets Board

2.4.1.1. Sales

2.4.1.2. Installer

2.4.1.3. Mgt

2.4.2. Customer Acquisition

2.4.2.1. CPUC

2.4.2.2. PGE Bill

2.4.3. Permit Prep

2.4.3.1. Site Inspection

2.4.3.2. Site Photos

2.4.3.3. Installer Review

2.4.4. Contract-Finance

2.4.4.1. Contracts

2.4.4.2. Deposit

2.4.4.3. Logged in QB

2.4.5. Construction

2.4.6. Project Accounting

2.4.6.1. Expenditure

2.4.6.2. Revenue

2.4.7. Customer Relationship

2.4.7.1. ESP

2.4.7.2. Referral