We’ve curated this list of quick start tasks for Sales users in the order in which we recommend completing them to help you start selling with Aurora ASAP. As a Sales user in Aurora, you will want to familiarize yourself with the standard Sales Mode workflow and all of the helpful sales tools available to you.
Not a Sales user? Check out our Admin or Design Quick Start Guides instead.
Table of Contents
2. Get familiar with basic Aurora navigation
3. Configure your User Profile
4. Create your Aurora Academy account
5. Start learning in Aurora Academy
1. Login to Aurora
Navigate to the Aurora app (https://v2.aurorasolar.com/login)
- Login with your email and password.
2. Get familiar with basic Aurora navigation
When you first login to Aurora, you’ll be brought to the Projects page.
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On the left side of your screen you’ll find the global navigation menu. The primary areas to focus on as an Admin are Database and Settings where you’ll manage your account configurations. Projects is where you’ll find all of the projects that your team creates.
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In the top right corner, you’ll find:
- Resource Center
- App Notifications
- My Profile/Log Out
3. Configure your User Profile
Navigate to Settings > User Profile
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Click edit in the top right corner to update your personal contact information and adjust your region preference if necessary.
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For more information, check out this Help Center article.
4. Create your Aurora Academy account
Aurora Academy is your home base for in-depth on-demand trainings and where we recommend that you begin your learning journey.
- Create your Aurora Academy account by clicking on the link “Create your Aurora Academy account” found within the Resource Center. You’ll need to create a separate login from your Aurora account to login to Aurora Academy.
For more information, check out this Help Center article.
5. Start learning in Aurora Academy
- Once you've created an Aurora Academy account, register for our Sales related courses in Aurora Academy: Selling with Aurora
Additional Sales Resources
There are lots of additional resources and Help Center articles to reference if you want to learn more!
- Aurora Help Center - A Sales Rep’s Guide to Selling with Aurora
- Aurora Help Center - Sales and Marketing Tools
- Our in-app guides in the Resource Center are a great quick refresher at any point in your learning journey!