As of 4/2/24, we have released Sales Mode 101, our new on-demand course in Aurora Academy! All of the videos and information formerly covered in this Help Center article have now been updated and relocated to the new Sales Mode 101 course.
Be sure to sign up for Aurora Academy and register for Sales Mode 101 to learn all about selling with Sales Mode in Aurora. Check out this Help Center article to learn more about Aurora Academy and how to create your account.
About this course
This introductory course is designed to provide you with a foundational understanding of Sales Mode and the tools available to you when selling solar with Aurora. In this training, we'll walk through the standard Sales Mode workflow that you may experience as a Sales Rep from project creation, site and system design, pricing and financing, proposals and closing the deal with Aurora's Contract Manager. Whether you're new to solar sales or a seasoned professional, this course will equip you with the skills to excel at selling solar with Aurora's Sales Mode.
Who should take this course?
- Sales Reps
- Sales Managers
- Operations Management
- Anyone who needs to be familiar with the standard workflow when selling with Aurora’s Sales Mode
Before You Begin
Prerequisites: Be sure that your account has been fully configured by your Account Admin before attending this training.
What to Expect
- Video demo
- Interactive e-learning lessons
- Knowledge checks
Related Help Center Articles
- Sales Mode Overview
- Creating a Project in New Aurora
- Starting a New Design in Sales Mode
- Entering Customer Energy Usage in Sales Mode
- 3 ways to create a site model in Aurora:
- Assessing Shading Threats in Sales Mode
- Where is LIDAR available in Aurora
- Adding Modules in Sales Mode
- Adding Ground Mounts in Sales Mode
- Adding Battery Storage in Sales Mode
- Adjusting Pricing in Sales Mode
- Applying for a Loan Through Our Financing Integrations
- Sales Mode Bill Overview
- Generate and Send a Web Proposal or PDF in Sales Mode
- Sending Documents with Contract Manager