Unlock the power of Solo with guided training

Logging In

Basic logging in function, how to recover lost password

0:40

Upload Profile Picture

Within the user profile, how do we update the profile picture, where does it show?

0:48

Light Mode/Dark Mode

Operating in light and dark mode

0:36

Using SOLO in Chrome

Going over using SOLO on chrome and how to add app on mobile or tablet

0:58

Side Menu in Solo

General overview of the main menu within the SOLO platform

3:16

Side Menu in Customer Profile

General overview within the side menu of the customer profile

1:55

Creating Users

How to create a user/rep within the SOLO platform, what different permission sets mean

4:09

Inactivating Users

How to inactivate/activate a user within SOLO once they’ve been created

1:26

Reviewing Design Preferences

How a company owner can review their best practices in order to verify them

2:03

Live Chat

Best using the live chat, SOLO comms, talking to own team

1:51

Changing Proposal Elements w/ AM

How to leverage your AM for changes and updates

0:58

Company Menu

How to look at the current proposal settings

1:29

Proposal Customization

How to customize the proposal entirely, images, colors, pages, more

2:40

Request a CAD Training

2:29

Sales Growth Model

1:23

Installer Model

1:41