New Leads Pipeline
New Enquiry
Search for an existing contact or create a new one, then create the opportunity — stage, owner and lead source.
Appointment Field Updater
Fill in all required fields before a consultation — address, consultation type, household details and solar info.
Appointment Outcome
Record the result of a completed appointment — outcome, consultant, phone close, sales notes and job pack checklist.
Won — Needs Attention
Complete required fields to move a deal into the Won — Needs Attention stage including system details and payment.
WON — Install Check
Complete all required fields before moving a deal to the install stage — includes meter, inverter and battery details.