Adding a User
Within Solar CRM, there are two types of users: Representatives and Admins. Representatives are commonly sales staff who will be working the prospect leads while Admins are typically managerial or Operations staff responsible for managing and ...
Adding a Funnel Domain
Funnel domains are the domains used to access your lead funnels powered by Solar CRM. By default, an initial funnel domain would have been set up with your Solar CRM instance when it was built. However, there are occasions where you need additional ...
Changing Your Password
Changing your password within Solar CRM is very easy by following the steps below: Updating a Password While Logged In At any point while logged in to Solar CRM, you can easily change your password by clicking the avatar in the top, righthand corner ...
Linking Your Google Calendar
A Representative must have their Google Calendar linked to their account in order to have prospects auto-assigned to them and to have appointments added to their calendar. Linking the calendar is easy and only takes a minute. Linking Your Calendar To ...
Solar CRM is designed to make navigating the platform and getting the information you need as quick and easy as possible. Below is a guide on how to navigate Solar CRM as well as an explanation of each section. The Account Switcher With Solar CRM, ...