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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Did you know you can connect SolarPlus to almost any external CRM for marketing, job management, etc without coding via Zapier OR create your own integration with our comprehensive API supporting loads of integration options? |
Structure
Contacts are the top-level CRM record.
Each Contact may have multiple Quotes and these quotes can be duplicated to produce variations and then compared before a final quote is sent to the client.
Each Contact may have quotes for Multiple Sites
The Contact record remains the same for any quote, but staff assignments related to each quote may be unique to that quote.
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There are 3 statuses that apply to contacts:
Status | Colour | Meaning / automated trigger |
|---|---|---|
Lead |
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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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The communication section shows a record of any emails sent to your customer via SolarPlus. The email status show shows you whether the email has been delivered, opened, or clicked.
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