Leads
The page collects and manages all incoming sales opportunities, allowing you to track prospects from first contact through qualification and conversion into active projects.
Purpose of This Page
The Leads page serves as the entry point of the sales and qualification process in solarVis.
It is designed to help sales and project teams:
Collect and organize potential customer information
Qualify sales opportunities based on location, energy usage, and system type
Track lead progress through defined sales stages
Assign leads to users, teams, or partners
Identify where leads come from (Lead Generator module or manual entry)
Convert qualified leads into projects that continue in the design and proposal workflows
By managing leads centrally, teams maintain visibility, consistency, and traceability across all early customer interactions.
What You Can Do Here
On the Leads page, you can:
View all leads using table, grid, or kanban views
Create new leads manually or analyze leads coming from the Lead Generator
Assign leads to users, teams, or partners
Search and filter leads using multiple criteria
Import leads in bulk or export lead data to Excel
Open detailed lead records for review and add activities, notes, and documents
Convert qualified leads into projects
How Leads Work
Leads can be created in multiple ways within solarVis:
Manual creation by users from the Leads page
Automatic creation via integration, which is called the solarVis Lead Generator module embedded on company websites
Each lead includes essential information such as location, facility type, grid connection type, contact details, energy consumption data, and optional system interests.
Lead Source Identification
Every lead has a Source value that indicates how it was created.
This information is visible in the Source column.
Available lead sources include:
Company LeadGen
Leads are generated automatically through the solarVis Lead Generator module on the company website.
Manual (Entities)
Leads are created manually by internal users or teams directly inside the platform.
This distinction helps teams understand lead origin, evaluate lead quality, and analyze performance across different acquisition channels.
Leads Page Structure
It outlines how leads are organized, viewed, filtered, and managed throughout their lifecyclefrom initial capture to conversion into a project.
Lead Views
Leads can be viewed on this page in three different ways:
Table View
The Table View displays all leads in a table format.
Each row represents a single lead and includes key attributes such as:
Lead name
Contact information
Assignee
Creator User
Creator Entity
Facility type
Grid connection type
Location
Lead status
Source
Creation and update dates
Users can customize visible columns using the column selection control, making this view ideal for reporting and detailed analysis.
Grid View
The Grid View presents each lead as a visual card.
Each card displays:
Satellite image of the project location
Lead name
Contact name
Assignment status
Location
Facility type
Grid connection type
Lead source
Creation and update dates
This view is useful for quickly scanning leads visually and understanding geographical context.
Kanban View
The Kanban View groups the leads by their current status in vertical columns.
Typical statuses include:
Open: Newly created or unprocessed leads
Contacted: Customer has been contacted
Assigned: Lead has been assigned to a responsible user or team
Site Survey: Assessment is in progress
Converted: Lead has been successfully converted into a project
Lost: Opportunity was not successful
Closed: Lead is closed without conversion
Leads can be moved between stages to reflect progress.
This view is especially useful for sales tracking, forecasting, and workload management.
Filters and Search
The Filters panel allows users to narrow down leads using multiple criteria, including:
Location
Facility type
Grid connection type
Lead status
Assignee
Creator user
Creator entity (company, partner, team)
Lead source (Company LeadGen or Manually)
Converted to a project
Archived
Created date
Updated date
The search bar allows searching by lead name, location, or customer information.
Import and Export
Leads can be imported in bulk using the import action
Existing leads can be exported to Excel for reporting, sharing, or offline analysis
Creating a New Lead
It can be explained how to enter and configure all required information to create a new lead, ensuring accurate data collection for qualification, analysis, and future project conversion.
General Information
This section defines the core attributes of the lead, including:
Lead type (Residential, Commercial, Industrial, Agricultural)
Grid connection type (On-Grid, Off-Grid, Zero Injection)
Lead name
Address and geographic location
Assignment to a branch, team, or user
Location can be entered manually, selected from the map, or detected using the current location.
Contact Info
Each lead must be linked to a contact.
You can:
Search and select for an existing contact by name or email
Add a new contact to link with the lead
This ensures customer information remains consistent across leads and projects.
Electricity Consumption
This section defines the customer’s energy profile.
You can:
Enter average monthly consumption manually (kWh)
Use bill-based consumption data
Consumption data is later used for system sizing, feasibility checks, and proposal calculations.
Optional Systems
Optional system components can be enabled if applicable:
Battery
Heat Pump
These selections affect future project calculations and feasibility checks.
Created Lead Details
Click a lead to edit, convert, or analyze it.
Lead Overview Tab
The Overview tab provides a complete summary of the lead, including:
Satellite image of the location
Full address and coordinates
Facility type
Grid connection type
System interest indicators (panel, battery, heat pump)
Linked contact information
Creator details
Creation date
A Google Maps link is available for direct navigation.
Associated Projects
This section displays projects created by the lead.
Information includes:
Project power
Battery capacity
Total price with and without VAT
Price per kWp with and without VAT
This helps compare project outcomes after conversion.
Multiple projects can be converted from a single lead. Once the conversion is completed, the system automatically navigates the user to the project page. The project is initially created with the lead name, but the name can be changed later.
Consumption Panel
Displays:
Average monthly consumption
Consumption profile
A visual consumption chart for quick analysis
Notes Panel
Allows internal users to add notes related to the lead.
Notes support:
Sales follow-ups
Internal communication
Tracking communication history
Lead Actions
From the lead overview, users can:
Convert the lead into a project
Edit lead information
Use the three-dots menu to;
Assign or reassign the lead
Update lead status
Archive the lead
Lead Activities Tab
The Activities tab provides a complete, chronological timeline of everything that has happened on a lead since it was created.
Each activity entry records:
The type of action performed
The user responsible for the action (or system, where applicable)
A short, descriptive summary of the action
The exact date and time the action occurred
Activities are displayed in chronological order, allowing users to easily follow the progression of the lead over time.
Typical activities recorded in this tab include:
Lead creation
Lead conversion into a project
Lead status changes
Assignment or reassignment to a user, team, or branch
System-triggered updates related to the lead lifecycle
Sales and project teams use the Activities tab to quickly understand the full history of a lead, and gain context before contacting the customer or moving the lead to the next stage.
This tab ensures transparency, accountability, and traceability throughout the sales process.
Lead Notes Tab
The Notes tab is used for internal communication and collaboration related to a lead.
Notes are internal only and are never visible to customers or external parties.
Each note can include:
Free-text content for explanations, comments, or reminders
A single file attachment, if needed
If you add a file here, it will automatically appear in the Documents tab.
Notes are displayed in chronological order, creating a continuous narrative of internal discussions and decisions.
Common use cases for notes include:
Call summaries and meeting outcomes
Follow-up reminders and next steps
Customer preferences or special considerations
Internal alignment and decision documentation
File Attachments in Notes
When attaching files to notes, the following rules apply:
Only one file can be attached per note
Maximum file size is 10 MB
This keeps notes lightweight while still allowing important supporting material to be captured alongside internal discussions.
The Notes tab helps teams stay aligned and preserves context directly within the lead record.
Lead Documents Tab
The Documents tab is the central location for managing all files associated with a lead.
It ensures that lead-specific documents are organized, accessible, and preserved throughout the sales lifecycle.
Each document entry includes:
File name
Upload date
The user who uploaded the document
Download action
Delete action
Documents are stored independently from notes, making them easier to find and manage as the lead progresses.
The Documents tab supports uploading and managing files such as:
Customer-provided documents
Consumption bills or technical attachments
Any supporting files required during qualification
By centralizing document management at the lead level, teams maintain a consistent and traceable file history across the entire customer journey.
Lead Proposals Tab
The Proposals tab displays all proposals that have been created and sent for the lead after converting it to a project.
It allows sales teams to track proposal delivery, customer engagement, pricing, and acceptance status directly from the lead record.
Proposal List Information
For each proposal, the following information is displayed:
Proposal Link
Customer (the customer associated with the proposal)
Design Name (the system design used to generate the proposal)
Sent Date
Sent Via
Proposal Status
Proposal Amount (With VAT)
Proposal Amount (Without VAT)
Grid Connection Type
Is Active / Inactive status
View Details;
View date
Display time (how long the proposal was viewed)
View channel (email, SMS, or link)
Proposal data will be seen once a lead is converted into a project.
Converting a Lead into a Project
When converting a lead:
A confirmation modal is displayed
The modal summarizes key project details such as:
Facility type
Grid connection type
Address
Customer
Assigned team or user
After confirmation, a new project is created using the lead data
The project then continues through the design and proposal workflow.
When converting a lead into a project, the system gives an error if the lead does not have a location, because solarVis selects regulations based on location.
Editing a Lead
The Edit Lead action allows users to update lead information after creation.
When clicking Edit, the system opens the Edit Lead page, where you can modify the same sections available when creating a new lead.
Related Pages
If you encounter any issues in this section, feel free to contact us.
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