From uploading a profile picture to adjusting utility escalation, our training videos will help you navigate and unlock what Solo can do for you.
Basic logging in function, how to recover lost password
Within the user profile, how do we update the profile picture, where does it show?
Operating in light and dark mode
Going over using SOLO on chrome and how to add app on mobile or tablet
General overview of the main menu within the SOLO platform
General overview within the side menu of the customer profile
How to create a user/rep within the SOLO platform, what different permission sets mean
How to inactivate/activate a user within SOLO once they’ve been created
How a company owner can review their best practices in order to verify them
Best using the live chat, SOLO comms, talking to own team
How to leverage your AM for changes and updates
How to look at the current proposal settings
How to customize the proposal entirely, images, colors, pages, more
Solo’s seven dedicated support teams each specialize in a specific area of support so your questions are resolved quickly, accurately, and effortlessly.