Overview
Sales by month
Lead pipeline
Leads by source
Where leads were lost
Leads
| Lead date | Name | Address | Source | Salesperson | Status | Progress | Latest | Days open |
|---|
Summary
Customer journey
Sales
Panels by brand (kW)
From the design summary in Pylon. Battery brands come from manual entries.
By salesperson
| Salesperson | Sales | Value | Win rate | Avg days |
|---|
Sales
| Signed | Customer | System | Brand | Size | Salesperson | Source | Price |
|---|
Add manual sale
For sales that don't go through Pylon (EV chargers, Xero quotes, electrical). Used in reports only.
This week
Site visits
Settings
Messaging and reports
Pause all customer messages
Stops every automatic email and text to customers straight away. Salespeople still get new-lead emails.
Monthly report
Emailed on the 1st of each month. Separate addresses with commas.
Team
Who gets new leads, and how they're shared. Changes apply from the next lead.
Lead split
| Receives leads | Salesperson | SolarQuotes | Website | Other | Leads this month |
|---|---|---|---|---|---|
| Total |
Turning someone off stops new leads straight away; their open leads stay with them. To add a salesperson, ask Josh: their mailbox needs adding to the CRM's Microsoft group first.