How it works
- Start with lesson 1. Follow the steps using a practice record your manager has approved.
- Try the small task. Each lesson tells you exactly what to do. If the demo cannot save, talk it through with your manager instead.
- Tick your checkpoint. Then select Continue. You can pause and return whenever you need.
Your manager handles company setup, integrations, billing and permissions. You focus on the customer. Do not call, message, publish a quote or collect payment from a real customer as a training exercise.
Your path
1
Find your workspace
Find the few screens you will use every day. Open lesson 1.
2
Meet your customer
Find the right record and understand the next step. Open lesson 2.
3
Make the conversation count
Prepare a call, write a clear note and set a follow-up. Open lesson 3.
4
Understand the home
Review site information, a bill and the savings assumptions. Open lesson 4.
5
Build a confident quote
Check the system, incentives, payment plan and customer preview. Open lesson 5.
6
Follow through beautifully
Coordinate reminders and prepare a thoughtful handover. Open lesson 6.
7
Get ready for your first customer
Rehearse with your manager and agree the next step. Open lesson 7.