How do I use the Residential Generator Sizing Tool?
There are a number of options available for users to conduct residential genset sizing using the Channel One Portal. Navigate to the gensize tool: - Select the sales tab located on the red toolbar near the top of the screen - Select the Gensizing tool subtab - Determine if you would like to conduct sizing for a lead that exists in the portal (sizing report will be saved on the lead record or whether you would like to complete a quick reccomendation. If you select "Launch" to utiilze the quick reccomendation option the sizing tool will launch automatically. Please enter all of the pertinent sizing details in the tool. After you finish sizing you will have the opportunity to email a copy of the sizing report to yourself or the lead. * Note: You can also activate the quick reccomendation sizing option by clicking on the hyperlink above the installed genset in the sizing section of the landing page. If you determine you would like to conduct sizing for an exisitng lead select the "Go To My Leads" button. You will then be taken into your lead list. Select a lead and select the Size and Quote button. then select the "size a generator" button. Your leads information will autopopulate the sizing tool. Please enter all of the pertinent sizing details in the tool. You will then have the option to save and attach to a quote - this will save the sizing report on the lead account. The alternative is to email a PDF of the sizing report to your lead or to yourself.