Incorporate a Lead Intake Template into the Lead Notes section
Create a Lead Template for Lead Generators & Sales Reps in the NOTES section of the Lead page.
GOALS:
1- Goals you want to achieve by going solar?
UTILITY BILL:
1- Copy of your most recent electricity bill?
2- Do you know what your annual consumption is (kWh)?
FUTURE NEEDS/WANTS:
1- Plans to use More/Less electricity in future?
2- Plans for an EV?
FINANCING:
1- Cash or Financing?
2- What is your Credit Score?
PRODUCTS:
1- How important is warranty to you?
2- How important is aesthetics?
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Sonia Azizian
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