To convert your Signed Contract in Salesforce these fields must be completed in JobNimbus before changing the status to “Send To Salesforce”

  • Financing Options
  • Portal Input Amount 
  • Loan Number 
  • Lease Number 
  • Total Contract Amount 
  • Signed Contract Date 
  • Utility Company 
  • Job Type – Residential / Commercial 
  • Utility Company 
  • Utility Services Account Number 
  • Meter Number 
  • Product Lines 
  • Product Quantities (these come through product line entry with manufacture and type i.e. Module, Battery and Inverter.

Financing Option: 

  • IF Financing Option is “Cash Purchase” then “Deposit Amount” is Required
  • IF Financing Option is any Lease option then “Lease Number” is required
  • IF Financing Option is any Loan option then “Loan Number” is required