Customers
Detailed guide for the Customers section.
Overview
Manage and engage customers by providing them with a dedicated portal with interactive dashboards, product information, and educations tools to showcase your energy products and services.
Dashboard
On the Customers dashboard, there is a table of all the customers listed in the system as well as important information such as Customer Category and Customer Status. The table is filterable by Customer Name, Customer Category and Customer Status.
Use the data picker at the top right hand side of the page to adjust the dates for which customer data displays.
Customer Page
By clicking the customer name in the primary dashboard data table, a new page will open with dedicated details about that specific customer.
From this view, the user can see either the customer’s Sites & Resources or their Allocations & Certificates.
The user also has the option to push the purple New Allocation button in the top right hand corner and create a new allocation for that specific customer. For information about how to create a new allocation, please consult this help article.