--- title: "Simple Design: Sales Process" description: Consumption kWh data will be either automatically ported in from your Sales CRM, or can be added manually if you are just getting the consumption data in front of you for the first time. For the optim --- [Skip to content](https://help.scanifly.com/simple-design-sales-process#main-content) English Show submenu for translations ![SCANIFLY-LOGO-Color-2022.jpg\]](https://help.scanifly.com/hs-fs/hubfs/SCANIFLY-LOGO-Color-2022.jpg?height=40&name=SCANIFLY-LOGO-Color-2022.jpg) Open main navigation Close main navigation - English Show submenu for translations Hi, how can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.scanifly.com/?hsLang=en) 2. [Scanifly Remote Design](https://help.scanifly.com/scanifly-remote-design?hsLang=en) 3. [Remote Design Training](https://help.scanifly.com/scanifly-remote-design?hsLang=en#remote-design-training) # Simple Design: Sales Process ### 1. Review and Confirm Consumption Data Consumption kWh data will be either automatically ported in from your Sales CRM, or can be added manually if you are just getting the consumption data in front of you for the first time. ![](https://help.scanifly.com/hs-fs/hubfs/image-png-Nov-14-2024-10-17-32-6284-PM.png?width=669&height=393&name=image-png-Nov-14-2024-10-17-32-6284-PM.png) ### 2. View System Details and Select/Deselect Modules 1. All available roofs that can have modules placed on them will appear with greyed out modules. 2. Tapping each module (or dragging across them) will turn them "on" and include the module(s) in production and offset calculations. **For the optimal layout:** Enable the irradiance map in order to see the areas with the highest solar potential. Turn modules on and off, or switch module type to configure the best layout that will meet the customers usage, while also meeting other customer needs. ![SD design edit remote](https://help.scanifly.com/hs-fs/hubfs/SD%20design%20edit%20remote.gif?width=664&height=393&name=SD%20design%20edit%20remote.gif) ### 3. Review the system output and array details Opening up the final step in the menu will show each individual segments module count, array size, TSRF, Tilt, and Azimuth.  ![](https://help.scanifly.com/hs-fs/hubfs/image-png-Nov-11-2024-08-25-41-3600-PM.png?width=236&height=369&name=image-png-Nov-11-2024-08-25-41-3600-PM.png) ### 4. Finalize Design Upon tapping the finalize button, the project design will save. Depending on how your sales process is configured, we'll send production data, wireframes, and shading reports to your desired CRM or Proposal Tool. ***If you have any questions, reach out to hello@scanifly.com or use the chat widget in the lower right corner of the Scanifly window.*** Scanifly currently integrates with [Energy Toolbase](https://help.scanifly.com/etb-integration?hsLang=en) and [Subcontractor Hub](https://help.scanifly.com/subcontractor-hub-integration-with-scanifly?hsLang=en) for proposal solutions. Check out our articles linked above for more info.   - [Getting Started](https://help.scanifly.com/getting-started?hsLang=en#main-content) - [Start Here](https://help.scanifly.com/getting-started?hsLang=en#start-here) - [Technical Requirements](https://help.scanifly.com/getting-started?hsLang=en#technical-requirements) - [Scanifly PV System Design](https://help.scanifly.com/scanifly-pv-system-design?hsLang=en#main-content) - [Individual Features / Design Tools](https://help.scanifly.com/scanifly-pv-system-design?hsLang=en#individual-features-design-tools) - [Design Tools & Project Info](https://help.scanifly.com/scanifly-pv-system-design?hsLang=en#design-tools-project-info) - [Site Assessment Tools](https://help.scanifly.com/scanifly-pv-system-design?hsLang=en#site-assessment-tools) - [Exports](https://help.scanifly.com/scanifly-pv-system-design?hsLang=en#exports) - [FAQ's](https://help.scanifly.com/scanifly-pv-system-design?hsLang=en#faqs) - [Design Services](https://help.scanifly.com/scanifly-pv-system-design?hsLang=en#design-services) - [Customer Portal Admin](https://help.scanifly.com/customer-portal-admin?hsLang=en#main-content) - [Managing Projects](https://help.scanifly.com/customer-portal-admin?hsLang=en#managing-projects) - [Sharing Projects](https://help.scanifly.com/customer-portal-admin?hsLang=en#sharing-projects) - [User Settings](https://help.scanifly.com/customer-portal-admin?hsLang=en#user-settings) - [My Projects](https://help.scanifly.com/customer-portal-admin?hsLang=en#my-projects) - [Team Management](https://help.scanifly.com/customer-portal-admin?hsLang=en#team-management) - [Drone FAQs](https://help.scanifly.com/drone-faqs?hsLang=en#main-content) - [FAA Part 107 & Airspace](https://help.scanifly.com/drone-faqs?hsLang=en#faa-part-107-airspace) - [Photo Acquisition](https://help.scanifly.com/drone-faqs?hsLang=en#photo-acquisition) - [Drones](https://help.scanifly.com/drone-faqs?hsLang=en#drones) - [On-Site Photo FAQs](https://help.scanifly.com/on-site-photo-faqs?hsLang=en#main-content) - [Drone Training](https://help.scanifly.com/on-site-photo-faqs?hsLang=en#drone-training) - [Solar FAQs](https://help.scanifly.com/solar-faqs?hsLang=en#main-content) - [Weather Data](https://help.scanifly.com/solar-faqs?hsLang=en#weather-data) - [Production Factors](https://help.scanifly.com/solar-faqs?hsLang=en#production-factors) - [Request Services](https://help.scanifly.com/request-services?hsLang=en#main-content) - [Service Request Pricing](https://help.scanifly.com/request-services?hsLang=en#service-request-pricing) - [Service Requests Design Stages](https://help.scanifly.com/request-services?hsLang=en#service-requests-design-stages) - [Service Request Offerings](https://help.scanifly.com/request-services?hsLang=en#service-request-offerings) - [Scanifly iOS and Android App](https://help.scanifly.com/scanifly-ios-and-android-app?hsLang=en#main-content) - [Mobile Upload Troubleshooting](https://help.scanifly.com/scanifly-ios-and-android-app?hsLang=en#mobile-upload-troubleshooting) - [Mobile Device Requirements](https://help.scanifly.com/scanifly-ios-and-android-app?hsLang=en#mobile-device-requirements) - [Mobile App Training](https://help.scanifly.com/scanifly-ios-and-android-app?hsLang=en#mobile-app-training) - [Scanifly Remote Design](https://help.scanifly.com/scanifly-remote-design?hsLang=en#main-content) - [Remote Design Training](https://help.scanifly.com/scanifly-remote-design?hsLang=en#remote-design-training) - [Scanifly Proposal Tool](https://help.scanifly.com/scanifly-proposal-tool?hsLang=en#main-content) - [Getting Started](https://help.scanifly.com/scanifly-proposal-tool?hsLang=en#getting-started) - [Building a Proposal](https://help.scanifly.com/scanifly-proposal-tool?hsLang=en#building-a-proposal) - [Setup and Global Settings](https://help.scanifly.com/scanifly-proposal-tool?hsLang=en#setup-and-global-settings) - [Equipment and Variables](https://help.scanifly.com/scanifly-proposal-tool?hsLang=en#equipment-and-variables) - [Template Builder](https://help.scanifly.com/scanifly-proposal-tool?hsLang=en#template-builder) - [Integrations](https://help.scanifly.com/integrations?hsLang=en) - [Release Notes](https://help.scanifly.com/release-notes?hsLang=en#main-content) - [2026](https://help.scanifly.com/release-notes?hsLang=en#2026) - [2025](https://help.scanifly.com/release-notes?hsLang=en#2025) - [2024](https://help.scanifly.com/release-notes?hsLang=en#2024) - [2023](https://help.scanifly.com/release-notes?hsLang=en#2023) [![Chill listening crop-3](https://help.scanifly.com/hs-fs/hubfs/SCANIFLY-LOGO-2022.png?width=79&height=24&name=SCANIFLY-LOGO-2022.png "Chill listening crop-3")](http://scanifly.com) Scanifly, Inc. 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