Introduction

The Contacts, Leads, and Projects pages provide a total overview of the solarVis CRM module, bringing Contacts, Leads, and Projects together into a single end-to-end workflow designed for sales teams.

Purpose of This Page

The CRM module is at the center of all operational processes in solarVis.

It brings together customer data, sales activities, and project execution into a single workflow, enabling teams to manage the full lifecycle of a sales process from the first customer interaction to a proposal process without switching between tools.

This overview explains:

• The role of each CRM component (Contacts, Leads, Projects)

• How these components are connected

What You Can Do Here

With the CRM module, you can:

• Manage all contacts, leads, and projects in one centralized system

• Track sales opportunities from first inquiry to final conversion

• Convert qualified leads into active solar projects

• Keep all notes, activities, and documents linked to the correct records

• Ensure a smooth handover from sales to project execution

How the CRM Module Is Structured

The solarVis CRM consists of three tightly connected core pages:

• Contacts

• Leads

• Projects

Each page has a distinct purpose, but they are designed to work together as a continuous workflow, not as isolated sections.

This structure ensures data consistency, traceability, and collaboration across teams.

Contacts Page Overview

The Contacts Page represents people or companies you interact with throughout the sales and project lifecycle.

Contacts act as the central reference point in the CRM and can be linked to multiple leads and projects over time.

Usage Workflows

• Store customer and company information created manually or through the solarVis Lead Generator module

• Link contacts to one or more leads and projects

Leads Page Overview

The Leads Page represents potential sales opportunities.

They typically originate from the website through the solarVis Lead Generator module or manual entries.

Leads allow sales teams to capture interest, qualify sales opportunities, and manage early-stage sales activities.

Usage Workflows

• Capture and organize incoming leads

• Track lead status and ownership

• Log activities, notes, and documents related to the lead

• Convert qualified leads into projects

Projects Page Overview

The Projects Page represents active or planned projects.

A project is usually created after a lead has been qualified or is directly for known or returning customers.

Projects contain all technical, financial, and operational information required to design, price, and deliver a solar system.

Usage Workflows

• Manage project designs and proposals

• Track project status, progress, and assignees

• Store technical inputs and outputs

• Generate proposals for the project

How Contacts, Leads, and Projects Work Together

The CRM workflow in solarVis typically follows this sequence:

1. A Contact is created or generated through the solarVis Lead Generator module

2. A Lead is opened or came through the solarVis Lead Generator module for a sales opportunity

3. The Lead is reviewed, qualified, and converted to a project

4. A Project is created and managed from the design phase through to the proposal phase.

This connected flow ensures that:

• Customer information remains consistent

• Sales and project teams share the same data

• No information is lost during handovers

• Every action is traceable to the correct contact and opportunity

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Related Pages

• Project Details Page

• Contacts Page

• Leads Page

• Projects Page

For more assistance, don’t hesitate to get in touch.