The Contact Relationship Management platform in SolarPlus is linked to workflows that help you manage your solar sales and installation business.
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There are 3 statuses that apply to contacts:
Status |
|---|
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Colour | Meaning / automated trigger | |
|---|---|---|
Lead | Yellow | customer has not approved a quote |
Active |
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Green | customer has approved a quote | |
Closed |
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Grey | a user has marked the contact as Closed by clicking the “Close contact and Reject Quotes” button on the CRM page. |
Quote status
There are 6 statuses that apply to quotes. The Quote status is usually updated automatically when an action is taken. For example, when you send a quote from SolarPlus, the status automatically changes from Draft to With Customer.
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Status | Colour | Automated trigger | Numerical code |
|---|---|---|---|
Draft | red | Initial status when quote is created | 0 |
With customer | yellow | Quote is sent by email from Send page | 2 |
Approved | green | Customer signs the acceptance page | 1 |
Rejected | black | If another quote for the customer is accepted and option ‘reject other quotes’ is selected | 3 |
Completed | blue | Commissioning page is saved | 4 |
Modified | purple | Quote is created via ‘create modified quote’ | 5 |
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