Who to Tag in the CRM or Email
Use these tags to route questions to the right team member
The Account Manager is the main point of contact for our customers throughout the duration of the Solar Project. If there are any questions about the status of a project ORif you'd like someone to reach out to the HO, they are whom you should reach out to first.
| Topic | Who to Tag |
|---|---|
| CO Questions | @Alexis Carrasco&@Tyler Carlisle |
| EPC Changes | @Alexis Carrasco&@Matt Shaker |
| NTP/FP Issues | @Alexis Carrasco&@Matt Shaker |
| Cancelled Deals | @Rep&@Shauna Sanchez |
| Jobs with Sales Issues | @The sales rep&@Their manager Rep will also need to be texted |
| Sales Escalations | @Tyler Carlisle |
| Pricing for Additional Services | @Alexis Carrasco |
| Project Escalations | @Shauna Sanchez |
| Anything Permitting | @Felipe MedinaORpermits@brighthomeenergy.com |
| Anything Utility | @Andre SanchezORutility@brighthomeenergy.com |
| Anything MPU/Derate/SPU | @Andre SanchezORutility@brighthomeenergy.com |
| Anything Design | @Rebecca GrauerORdesigns@brighthomeenergy.com |
| Service | @service&@Derrick Lee |
| Service Escalations | @Shauna Sanchez |
| Jobs on HOLD | @Matt Shaker&@Tyler Carlisle |
| Accounting/Payments | @Kaelin Shaker |
| Permit Pick Up | @Victor Hill |
| Monitoring | @Service&@Derrick Lee |
| Site Visit FU | @SiteVisit&@Rebecca Grauer |