Flourish Solar Rep Onboarding

First login

Complete your rep profile.

This keeps assignments, notifications, territories, and customer follow-up clean before reps start working leads.

Admins can review completed profiles from the access area before turning on live notifications.

Required setup

Daniel Godwin

Confirm the details below to open the rep dashboard.

Mobile phone Preferred notifications Primary territory Experience level Service areas Notes for admin

Rep access

Daniel Godwin dan@flourishsolar.com

Visible records1

Reps1

Notifications1

Access modeAssigned

Design form

This creates the contact in HighLevel first, then refreshes this portal from HighLevel.

Customer name Mobile phone Email Assigned rep Street address City State ZIP Roof type Monthly utility bill Project notes

Rep view only shows records assigned to this login.