Brand new ARKA 360 CRM Experience
Every pixel, every click, every flow — rebuilt to make your day faster, smarter, and smoother
By ARKA1 author9 articles
- Start Here: How ARKA 360 CRM Is Set UpThis page show you the simple flow of the app.
- Leads Management Page: Find, View, and Create LeadsLeads Management is your home base. From here you can see every lead, change how they’re displayed, search and filter, create a new lead, and jump straight into work like…
- Lead Summary Page: Home for a single leadFrom here, you can review history, edit site details, enter consumption, create and manage designs, upload documents and contracts, and track tasks.
- Edit Design Page: Adjust the system, pricing, financing, and proposals — quickly and in one place.The Edit Design page is your workbench. From here you can move between Studio, Battery, Pricing & Financing, and Proposal with a single click.
- Creating New LeadAdd a prospective customer to ARKA 360 in under a minute.
- Brand new Design tab experienceFrom here you can create a new design (PV, PV+ESS, or ESS-only), request an expert design, switch between designs, mark one as Primary, rename it for clarity, and jump straight…
- Brand new Proposal tab: Customize, share, and download proposals — quickly and without leaving your design.In the new Proposal tab you can switch between Document and Web proposals, see version history, customize sections, share a link, or download a file. If a number looks off,…
- Brand new Battery tab experience — Choose, configure, and calculate results for your battery system in one place.
- Switching to OId UIThis article will walk you through how you can switch to the old UI for a limited period of time.