Upcoming Webinars

Procure more business while
responding to qualified leads

Fun with Pricing

Hosts: Dave Nichols and Saumya Gopi

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July 26, 1:00 to 2:00 p.m. (CST)

One of the unique components of Proposal Builder is the new
Pricing Tool. You’ll learn to how effectively use the tool and
make it part of your sales process by:

Using Pricing Planner

Creating Proposals

Correctly set up your pricing

Applying company discounts


Introduction to Proposal Builder

Hosts: Saumya Gopi and Dave Nichols

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August 9, 1:00 to 2:00 p.m. (CST)

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August 14, 10:00 to 11:00 a.m. (CST)

See the many benefits Proposal Builder can provide to your
business. You’ll learn how to use and apply the tool’s
time-saving features, so you can:

Work with homeowner’s needs

Apply rebates and promotions

Set up financing

Set up company profile

Apply company discounts


Lead Management & Web Leads Opt-in

Hosts: Saumya Gopi and Ernie Smith

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August 14, 1:00 to 2:00p.m. (CST)

register now

August 15, 11:00 to 12:00p.m. (CST)

As a CAP Dealer, you can get qualified leads coming into your
business by learning a few basic operations. This informative
webinar will show you how to:

Opt-in receive leads

Set up your company

Create a proposal

Create leads

Add a lead

Overview of Sales Tools