Milestones Defined
Milestones are very important! Milestones refer to key stages or steps involved in the process of installing a solar energy system. These milestones may vary depending on the type and size of the solar project, but some common ones include: Site Survey Complete, Permit Recieved, Install Completed, PTO. These are typically updated by the EPC.
Where to find Milestones:
First way: Sales Org> Sales Company > Solar Installs (NEW)>View Button next to Lead Name> Install Progress
Second Way: EPC> EPC > Install Tracker (NEW)>View Button next to Lead Name> Install Progress
Related Guru Cards:
Install Tracker Project Milestone- How to set up an Auto Estimated Completion Date