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.
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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.
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
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
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.
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.
Store customer and company information created manually or through the solarVis Lead Generator module
Link contacts to one or more leads and projects
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.
Capture and organize incoming leads
Track lead status and ownership
Log activities, notes, and documents related to the lead
Convert qualified leads into projects
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.
Manage project designs and proposals
Track project status, progress, and assignees
Store technical inputs and outputs
Generate proposals for the project
The CRM workflow in solarVis typically follows this sequence:
A Contact is created or generated through the solarVis Lead Generator module
A Lead is opened or came through the solarVis Lead Generator module for a sales opportunity
The Lead is reviewed, qualified, and converted to a project
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
For more assistance, don’t hesitate to get in touch.
Je bilo to koristno?
Je bilo to koristno?