Super Simple!

1. See “Dealer Portal” link in the menu or go to: portal.synergicsolar.com and log in.
2. Click on the “Submit Residential” link on the left side menu to go to the Subcontractor Hub interface to submit your projects.
3. After client accepts quote and signs documents from Subcontractor Hub
4. Under Dealer Management Menu, create a lead, and move to closed, create project to match Subcontractor Hub details. (Soon, Subcontractor Hub design tool, etc. will be all performed from within our Dealer Management portal for you and all your reps.)

Synergic Portal, Design and Financing Training Video:

• Portal Design and Financing Training

Example Project Submission Web Page Walk Through:

• Goodleap Project Submission Walkthrough

Submitting a Residential Project Example Walkthrough: (Goodleap, also generally applies to all other financing types in portal)

Additional Subcontractor Hub Training Videos:

• Sales Training Courses

Super Simple!

1. See “Dealer Portal” link in the menu or go to: portal.synergicsolar.com and log in.
2. Create a contact for your client.
3. Create an Opportunity in Commercial Pipeline. (While you are collecting documents, etc. needed to submit the project.)
4. Fill out the Submit Commercial Form.
5. Check the Commercial – Submitted Pipeline and work with the Synergic Commercial Dept to complete your project!
6. Get paid!