How to Import Your Projects to Solar Ladder in Bulk
How to Import Your Projects to Solar Ladder in Bulk
If you have several projects on your pipeline already, Solar Ladder's Bulk Import feature makes it easy to import those projects at once onto Solar Ladder for better management, in one click via one Excel File.
A very quick guide on how to bulk import your projects to Solar Ladder can be found below:
How to Search for a project on Solar Ladder Step 1: Go to Projects Tab and Click on Search Step 2: Fill one (or more) any of the details of the project Step 3: Click on Fetch by Filters The required project will then get displayed in the lane it was ...
How to Edit Customer Information Step 1: Open the concerned project Step 2: Go to Edit Customer Tab and make desired changes Step 3: Click on Update Project at the bottom of the page to Save the changes
How to Delete/Archive a Project Step 1: Go to Projects Tab and Open the project you want to delete Step 2: Go to Archive Tab in the project and Click on "Click Here to Archive this Project" Step 3: Click on OK The project will get archived
How to Delete/Archive a Project Step 1: Go to Projects Tab and Open the project you want to delete Step 2: Go to Archive Tab in the project and Click on "Click Here to Archive this Project" Step 3: Click on OK The project will get archived
How To Add A New Project Step 1: Go to Project Dashboard and Click on + Add Project Step 2: Enter Customer Details Step 3: Select the "Project Lane" to which you want to add this project to Step 4: Select the Member you want to Assign the Project to ...