All new leads can be easily listed in the central ‘Sales Tracking Spreadsheet’. The solar CRM admin will have access to this central sales tracking sheet. This admin user easily create, edit and manage leads directly from the sales tracking sheet.

Other members of the sales team can directly create a new lead via the ‘Create New Lead’ button at the top of the CRM dashboard.

In the new lead form, enter basic contact details, address, status and next action to be taken for the new lead. You can even schedule when this next action should be taken. Fuzen will send you an email reminder as per the schedule you set.

Finally, click on ‘Save’ to save the lead details.

Any leads created directly from the dashboard will be directly assigned to the user who creates that lead. Any further changes can be done by an admin user.