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Solar eCRM Setup

Leads Module

Quote Builder

Orders Module

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Corporate Company

lead_create

Leads Create / Update

Lead generators can create and assign leads and appointments for sales representatives. It allows follow-up planning and advises sales representatives by email when a lead has been assigned to them. Sales representatives can view the assigned leads and directly convert them to quotes.

To create a new lead

  1. Click Leads > New Lead
  2. Add the Lead details as required. (Refer to the tables below)
  3. Click Next button to go to the next tabs (Customer Details, Lead Details, Site Details, Appointment Details)
  4. Click Finish

To edit a lead

Method 1

  1. Click Leads > Edit icon
  2. Leads|Edit Page, Modify the details as required. (Refer to the tables below)
  3. Click Finish

Method 2

  1. Click Leads > Customer Name
  2. Leads | View Page, click Options > Edit Details
  3. Leads | Edit Page, Modify the details as required. (Refer to the tables below)
  4. Click Finish

Duplicate Lead Notification

If duplicate lead validation is on, there will be a notification to remind the user if they have entered the duplicate lead details when creating or editing a lead as shown below. If you select Ok lead will be created and marked as duplicate. If you select Cancel page will be redirected and you can change the information you have entered.


Customer Details

You can add the customer basic information such as name and contact details in this tab.

Field Name Required Description
First Name First name of the customer
Last Name Last name of the customer
Company Name Business or company name if it is a commercial customer
Email ID Email of the customer captured can help you to have a long term contact with the customer.
Home Phone Fixed telephone line contact number of the customer
Mobile Phone Mobile phone contact number of the customer
Website Can be helpful if it is business/commercial customer
Fax Fax contact number of the customer
Business Number This is required if it is a commercial/business customer
Type Type of the customer. Either residential or Commercial can be selected

NOTE: It is important to fill the required (✔) fields. You may not be able to proceed to the next tab if ignored.


Lead Details

You can add the customer basic information such as name and contact details in this tab.

Field Name Required Description
Lead Source First name of the customer
Lead Status Last name of the customer
Lead Identifiers You can fill the 3 identifier fields based on requirements

NOTE: It is important to fill the required (✔) fields. You may not be able to proceed to the next tab if ignored.


Site Details

The Site details refer to the customer's installation site details. The basic details captured here are the customer's address. Other details are captured when a quote is created.

Field Name Required Description
Address Line1 Street number of the site
Address Line2 Street name of the site
City/Suburb City/Suburb name of the site
State State name of the site
Postcode Postcode of the site

NOTE: It is important to fill the required (✔) fields. You may not be able to proceed to the next tab if ignored.


Appointment Details

Appointment details are the date and time request by the customer to either visit their installation site or call them back for further discussion

Field Name Required Description
Appointment Date Appointment date fixed with the customer to meet or call back
Appointment Time Appointment time fixed with the customer to meet or call back
Appointment Date (Alternative) Alternative Appointment date fixed with the customer to meet or call back
Appointment Time (Alternative) Alternative Appointment time fixed with the customer to meet or call back
Decision Time Scale The decision time scale is requested time frame for the installation at the customer site
Select to Assign The created lead can be assigned to a sales representative or sales agency
Comments Any comments related to the appointment with the customer or customer's site
Send Appointment Confirmation An appointment confirmation email is sent to the customer

NOTE: It is important to fill the required (✔) fields. You may not be able to proceed to the next tab if ignored.


lead_create.txt · Last modified: 2019/02/28 13:20 (external edit)