Bright Home Energy

Who to Tag and When

Use these tags in CRM to route questions to the right team

TopicWho to tag
Account Manager
PermittingAlexis
UtilityAndre
Electrical
AndreVictor
DesignAlexis
HOLDS
AlexisShauna
EscalationsShauna
Install QuestionsVictor
Invoices/PaymentsKaelin
Service
Sales RepGeneral inquiries related to pricing
Anything Elseops@brighthomeenergy.com
Account Manager and Sales Rep rows include descriptive guidance, exactly as maintained in the Company Guide.