Stale opportunity
Review the next action, nurture state, or closure decision.
Solar Sales CRM / Deal pipeline and follow-up
Give every solar deal a next action and a controlled path to delivery.
Define stage evidence, keep proposal and objection context visible, recover stale opportunities deliberately, and submit a reviewed handoff for operations acceptance.
Deal pipelineIllustrative workflow
QualifiedMaple StreetBill review
ProposalOak AvenueRevision due
HandoffHillcrestOps review
Deal workspace
A pipeline stage should explain the next decision.
Keep customer and site context, proposal revisions, objections, activity, current owner, decision status, and the next action beside the deal.
Deal pipelineIllustrative workflow
QualifiedMaple StreetBill review
ProposalOak AvenueRevision due
HandoffHillcrestOps review
Follow-up control
Turn a stale opportunity into a recovery, nurture, or closure decision.
The queue shows why attention is needed and who owns the next review. It does not claim an automatic customer outcome.→
Proposal revision
Record the current proposal package and decision context.
Unresolved objection
Assign the objection and follow-up owner.
Missing commercial check
Return the deal to the required readiness review.
Rejected handoff
Record the operations feedback before resubmission.
Stage governance
Define what a stage means before the team relies on the board.
Each stage should have business-language criteria that can be reviewed during implementation and tested with your own deal records.
- 01
Entry evidence
What must already be known before the deal enters the stage.
- 02
Exit decision
The customer or commercial decision that allows the deal to move.
- 03
Owner
The person accountable for the current action and evidence.
- 04
Exception
The review path when evidence, timing, or approval is incomplete.
- 05
Approval
The person or rule that accepts the transition when required.
Operations acceptance
A closed sale is not automatically a delivery-ready project.
Submit the handoff with the records operations needs. Accept it, or return it with the missing decision made visible.- CheckCustomer and site context reviewed
- CheckCurrent proposal package identified
- CheckCommercial readiness checks resolved
- CheckRequired documents attached
- DecisionOperations acceptance decision recorded
Handoff outcomeSubmit a reviewed handoff for operations acceptance
Continue to the lead-to-project workflow Questions to settle
Define deal pipeline and follow-up before configuration begins.
Which solar sales stages should we use?+
Stages should reflect your real decisions, with explicit evidence for qualification, design, proposal, contract, finance, and handoff readiness.
Can an open deal have no next task?+
The policy can require a future action, a reviewed nurture state, or a documented closed reason so open work stays accountable.
When should operations receive the deal?+
Operations should receive it when the configured commercial, customer, site, equipment, and document gates have been reviewed.
Workflow assessment