Identity
Customer name, contact details, and the signals used to review possible matches.
Solar Sales CRM / Lead management
Route every solar inquiry to a clear owner and next action.
Keep source, consent, customer identity, service address, territory, assignment, and the first sales decision attached to one reviewable lead.
Lead reviewIllustrative workflow
Website inquiryNeeds territory reviewHomeowner referralReady to assignPartner importPossible match
- Source
- Website inquiry
- Territory
- North service area
- Consent
- Review attached record
- Possible duplicate
- Address match to review
- Owner
- Assignment review
- Next action
- Confirm site address
Source to owner
Route incomplete inquiries before they disappear into the pipeline.
Lead routing starts with review, not a silent assignment. Define what each source must provide, which records need attention, and who can accept the first action.
- 01Receive an inquiry→
- 02Normalize contact and site details→
- 03Review possible matches and territory→
- 04Assign an eligible owner→
- 05Record the first action or nurture decision→
Lead record anatomy
Preserve the context the next sales decision depends on.
A lead record should explain how the inquiry arrived, whether it belongs in the service area, who owns it, and what happens next.Source and consent
Where the inquiry arrived and which consent evidence belongs with it.
Site context
Service address, utility context, and the territory decision required for routing.
Ownership
Eligible owner, assignment reason, and a visible first action or review queue.
Intake exceptions
Give incomplete and conflicting inquiries somewhere responsible to go.
Exception queues keep records visible while a person resolves the missing address, possible duplicate, consent question, territory decision, or ownership gap.
Duplicate homeowner
Review identity, address, and active opportunity context.
Missing site address
Request the address before routing the inquiry.
Unsupported territory
Record the territory decision and route the inquiry appropriately.
Incomplete consent record
Request the required consent evidence before the next action.
Unassigned inquiry
Place the inquiry in an ownership review queue.
Recorded outcome
Record qualification, nurture, or rejection.
The owner, reason, evidence, and next action stay visible when the inquiry moves forward or leaves the active queue.Qualify Continue discoveryNurture Set a future actionReject Record the reason
Questions to settle
Define lead management before configuration begins.
Can leads come from more than one source?+
Source-specific intake can be mapped during implementation, including the required fields and review path for each source.
How should duplicate homeowners be treated?+
The team defines matching signals and a review decision; similar contact or address data should not silently merge active opportunities.
Can assignment reflect service territory?+
Territory, team eligibility, working hours, and capacity can be considered when the assignment policy is configured and validated.
Workflow assessment