Who does that?
Which team will handle all IPA/ABP (Illinois Disclosure) requests?
Text Team
In the case that a deal is pended for the address found on title not matching the address shown on the Customer - where can we navigate to update the address.
Account Page
Once the address is update on the account page, a new proposal will need to be generated to reflect that change.
Which 'Opportunity Stages' does Pre SRA assist with? (Some exceptions do apply)
Stage 1 (Opportunity Created) - Stage 6 (Submitted for Review
For all California deals - which document MUST be signed by the customer first, the CPUC or the Customer Agreement?
CPUC
What is Sunrun's 'mission'?
TO CREATE A PLANET RUN BY THE SUN!!!
Does SSD schedule Site Survey appointments for partner reps?
No. SSD only schedules Site Survey appointments for Direct Sales, D2H, and Fusion.
For deals in the state of Hawaii, which contact role must sign the NEM agreement?
Primary Customer/Person listed on title.
This is different than most markets, which normally require the utility bill contact to sign the NEM.
If a sales rep calls and states that they have a question about 'preparing/closing cap' - which department would we transfer to?
Post SRA
Once a deal has been submitted to stage 6, what is the SLA (time expected) for a decision on SRA?
2 hours
Who CREATES 'leads'?
The Sales Rep.
Which team has authorization to activate/reactivate a sales rep's contact page or sales tools?
Email Team
When a pending task is marked as resolved, what is the SLA (time expected for response) for the new review?
2 hours.
Where can we view HOO (Hours Of Operation) for each department?
Master Department Contact Page
Which two items must be complete in order for a deal to be 'submitted' to stage 6?
ODI (Outstanding Document Indicator) and all required documents signed.
For all 'Monthly(Lease/PPA)' deals and 'Customer Owned Bank Financed' deals, what is the minimum required FICO (Credit) score?
650
Which team(s) have authorization to assist with and approve a Verification Call Exemption?
HIS voice line, Pre SRA email team
When a customer intends to replace an existing system on their roof to have a Sunrun system installed, what can be considered as proof of removal to reach SRA?
To reach SRA, the removal of the original system will need to be proven through one of two ways:
1. Confirmation of removal through completed Site Survey
2. Provide the work order from company that completed removal
How would we direct a call if the rep needs to speak with the Credit Team?
Advise the rep to reach out to credit through the email address cedit@sunrun.com
In almost all markets, which contact role should sign the NEM Agreement?
Utility Bill Contact
If a sales rep has an email address '@sunrun.com' - they will be associated with what potential sales teams?
Direct Sales, Fusion, D2H
Partners will NOT have an '@sunrun.com' email address.
If a deal is in SR Declined but the rep states that the Decline is a mistake, where should we direct this request?
Flag the case to the help chat for a Team Lead to review. If necessary, a lead can send to Contract Specialists for further action.
In addition to assuring that the utility bill provided is dated within 6 months, what five pieces of utility information MUST be provided for SRA?
1. Customer Name
2. Service Address
3. Rate Schedule
4. Meter Number
5. Utility Account Number
If a rep is calling in for assistance with an account that is in 'Stage 10' - which team will we need to transfer them to?
Customer Care
Which of the required e-signature documents are we not able to transfer from proposal to proposal?
The Customer Agreement will always be proposal specific. We can NOT transfer a signed Customer Agreement from one proposal to another.
We can, however, transfer a signed CPUC or NEM document from one proposal to another when needed.
Reps will often call in inquiring about why their deal is not populating 'Monthly/PPA' pricing options when generating a proposal. What is the most common reason for this?
The design does not meet the 'minimum sun hours' requirement for the market.
We can check the sun hours through Brightpath in the 'design' tab.