Process to Submit a Vivint Deal
Step 1…Qualify Homeowner
(Automatic credit decision)
Follow all of the steps in NEO app to create a proposal to show the customer.
Step 2…Sign the CPUC Document IN NEO
Step 3…Sign THE NEM and Install Agreement in NEO
Step 4…Vivint Welcome call with customer
Step 5…Call TRENT and Schedule site survey
Step 6…Submit the signed deal for tracking
vvvv VIVINT SOLAR PRESENTATION FOR IPAD vvvv