Welcome to the Energy Getting Started Course!
We have packed all of the key information Energy representatives should know into this short, easily accessible course.
Below is the course outline where you will find all of the individual lessons and reference them as needed in the future.
Don't forget to complete the survey at the end of the course to get credit for completion and provide any feedback you have from your experience to make this content better.
Click on "Lesson 1: How to get the most out of your Dashboard" to begin. Enjoy!
Important Notes:
- Be sure to enter your email address when prompted to verify you have permission to view the walkthroughs
Lesson 1: How to get the most our of your Dashboard (7 minutes)
- Understanding Dashboard data
- How to use Dashboard data
Lesson 2: Creating Energy Contracts (5 minutes)
- Review where you can create energy contract on the digital platform
- Walkthrough how to create an energy contracts
- Managing contract signatures
Lesson 3: Energy Tanks, Deliveries, and History (5 minutes)
- Walkthrough customer's Energy pages on the Customer Portal
- Walkthrough Energy pages on the Team Hub