The Grid · Owner Console

Quick Add Rep Creates a user with a temporary password. They change it on first login.

Display Name

Role

Temp Password

Name / Email	Role	Status	Territory	Goal / MTD	Active Deals	Actions

Email	Requested Territory	Signed Up	Actions

Rep	Current Goal	MTD Closed	New Goal

Name	Region	Members	Status	Actions

Rep	Active Deals	MTD Gross kW	MTD Net kW	Open Fires	Looker URL

Removes notes for deals in stage Paid or Cancelled for more than 14 days. Runs automatically every night at 3 AM ET.