Workspaces
Workspaces are specialized sections within the portal designed to help you efficiently manage your commercial and operational activities. Each workspace centralizes a specific type of workflow, providing dedicated tools and visibility to streamline daily operations.
Available workspaces
Sales opportunities
Designed for sales teams, the sales opportunities workspace helps you track and manage potential sales leads (e.g. from app recommenders, banners, or Clevergy-detected opportunities).
Through this workspace, you can:
- View all sales opportunities in one place
- Track the status of each lead
- Access customer information
- Monitor conversion rates
- Manage follow-ups
Learn more about Sales Opportunities
Support tickets
Built for support agents, the support tickets workspace centralizes all customer inquiries and issues. From here you can:
- View all support tickets
- Track ticket status (New, In Progress, Pending Response, Resolved)
- Access relevant customer information
- Respond to customer inquiries
- Monitor resolution times
- Review support history
Learn more about Support Tickets
Energy communities
Intended for community managers and energy operations teams, the Energy communities workspace allows you to manage and monitor energy communities and their associated members.
Key capabilities include:
- View all energy communities
- Access community details and configuration
- Monitor member participation
- Review energy distribution and related information
- Track the operational status of each community
Learn more about Energy Communities
Maintenance
Used by operations teams, the Maintenance workspace centralizes operational management tasks related to installations.
From here, you can:
- Monitor active alerts
- Review installation-level issues
- Access relevant technical information
- Take operational action when needed