Using the Orange Portal
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How do I add a customer to the portal?
Adding a Customer to the Portal Step 1: Add a Customer Click the Add Customer Ico...
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Dashboard Overview
From the Homepage you will see 6 tiles. Sales Dashboard is bottom left: From the ...
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How Do I Find Credit Declines?
The Orange dashboard will automatically filter out customers who have gotten a cr...
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How do I cancel or withdraw a customer project?
If a customer no longer wants to move forward with the project, they have 3 days ...
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How Do I Generate a PDF Quote?
For customers that would like a copy of their estimated loan terms and payment ca...
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Does the Orange Portal work on mobile or tablet devices?
Yes, Orange is mobile and tablet friendly! You may also access Orange via PC or ...
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What are the supported browsers for the Orange portal?
We suggest using Google Chrome, Mozilla Firefox or Microsoft Edge. Orange is sup...
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Change customer name, email, phone number or address.
Change a customer's name or address A customer's name/address can be changed befo...
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How do I manage my sales orgs / child accounts?
Sunlight allows for our partners to set up child accounts for their sales organiz...