Log contact
Select type and add a note. This resets the contact timer.
Phone call
Text message
Email
Set appointment
Schedule appointment
Creates Google Meet invite and sends to customer automatically.
Google Meet
Phone
In-person
Mark as sold
This moves the deal to sold and triggers the following:
1
Move to California Sold pipeline in Pipedrive
2
Update stage to Sold in portal
3
Prompt to issue site survey via Solar Pro
Solar Pro file stays live for 25 days
4
Notify Josh that deal is closed
Add a note for Josh (optional)
Site survey must be issued within 5 business days.
Mark as lost
Required: select a reason before marking lost.
Price
Competitor
No solar
Already signed
No response
Other
Confirm payment
Notifies payee, logs payment, and updates Pipedrive.
Customer--
Payee--
Amount--
For--
Payee notified by email. Pipedrive updated to Payment Sent.
Log LightReach funding
Record the date and amount received from LightReach for this lease deal.
80% at inspection
20% at PTO
Overdue actions pending
You have deals with overdue contact requirements.