All new leads can be easily listed in the central ‘Solar site survey sheet’. The solar site survey app admin will have access to this central solar site survey sheet. This admin user easily create, edit and manage leads directly from the solar site survey sheet.
Other members of the sales team can directly create a new lead via the ‘Create New Lead’ button at the top of the site survey 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.