--- title: Administration - Lead and Job Data description: "You use Lead and Project Data for customizing and tailoring SolarNexus to your specific business. Lead Sources Users can set a lead source on each project. Covers Lead Sources, Status Change Reasons, Service Types (previously \"Project Scopes\"), Lead Quality." --- [Skip to content](https://help.gosolo.io/solarnexus/administration-lead-and-job-data#main-content) English Show submenu for translations [![Solarnexus logo-1](https://help.gosolo.io/hs-fs/hubfs/Solarnexus%20logo-1.png?width=350&height=71&name=Solarnexus%20logo-1.png)](https://app.solarnexus.com/) Open main navigation Close main navigation - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [SolarNexus Help Center](https://help.gosolo.io/solarnexus?hsLang=en) 2. [Project Data](https://help.gosolo.io/solarnexus/project-data?hsLang=en) January 16, 2026 # Administration - Lead and Job Data You use Lead and Project Data for customizing and tailoring SolarNexus to your specific business.  ### Lead Sources Users can set a lead source on each project. For example, you'll want to know how many leads from last year's home show turned into sales. Your company can define custom values as needed. Make your lead sources specific. To better manage large numbers of lead sources, you can group related lead sources into Categories. Administrators and users with sales management permissions may manage lead sources. ![](https://help.gosolo.io/hs-fs/hubfs/Knowledge%20Base%20Import/547-Nov-14-2024-09-56-33-0770-PM-1-1.png?width=313&name=547-Nov-14-2024-09-56-33-0770-PM-1-1.png) SolarNexus comes pre-configured with a set of commonly used lead sources. Of particular interest is the "Referral" source, which automatically provides the addition of a referrer field, which allows you to dynamically search your database of contacts, or enter a new contact. Work orders also track source, but are most often from "Existing Customer" which is also a built-in source value.   ### Status Change Reasons Administrators *and* users with sales management permissions may manage status change reasons. When you archive a lead or cancel a project, SolarNexus will prompt you to specify a reason. For example, you may archive a lead because the customer bought from a competitor, is financially unqualified, is unresponsive, or their roof/site is unsuitable for solar, etc. SolarNexus provides a number of pre-populated reasons, and you can add more. When you report on the results of leads by lead source, you'll be able to see not only how many were closed, but understand the reasons why leads did not move ahead - giving your company valuable marketing insight on lead sources.   ![](https://help.gosolo.io/hs-fs/hubfs/Knowledge%20Base%20Import/547-Nov-14-2024-09-56-32-1209-PM-1-1.png?width=688&name=547-Nov-14-2024-09-56-32-1209-PM-1-1.png) ### Service Types (previously "Project Scopes") Service Types define the types of work included in a solution's scope of work that you sell to your customers. Besides PV systems, SolarNexus supports inclusion and quoting/contracts of ANY other type of work. Service Types are associated with the Service Offerings you define for your staff to use in defining customer solutions, and are used to assist your company in managing projects, for example, using relevance rules to include specific milestones when certain services are included in the scope of work. See [Defining Service Offerings](https://help.gosolo.io/create-manage-service-offerings?hsLang=en) and [Desired Scope and Solution Scope](https://help.gosolo.io/scope-of-work-desired-scope-and-solution-scope?hsLang=en) help article for more details. ![](https://help.gosolo.io/hs-fs/hubfs/Knowledge%20Base%20Import/547-Nov-14-2024-09-56-29-5904-PM-1-1.png?width=389&name=547-Nov-14-2024-09-56-29-5904-PM-1-1.png)   ### Lead Quality SolarNexus provides a scale from 1 to 5. You provide the definitions and descriptions for each value. For example, your definitions might be something like this: 1. Drop Everything! 2. ASAP (default) 3. Time Permitting 4. Small or Challenging 5. Waiting or Stalled Users have access to your definition from the UI. Use the Lead Quality field to prioritize your leads. It's very simple for users to sort leads based on this value. ![](https://help.gosolo.io/hs-fs/hubfs/Knowledge%20Base%20Import/547-Nov-14-2024-09-56-31-2579-PM-1-1.png?width=407&name=547-Nov-14-2024-09-56-31-2579-PM-1-1.png) ### Labels Administrators can add in a series of labels that users can tag individual projects with. Labels allow tracking of other information that isn't already captured inside of SolarNexus. Users cannot add their own labels. [Click here](https://help.gosolo.io/labels?hsLang=en) to learn more about using Labels. ![](https://help.gosolo.io/hs-fs/hubfs/Knowledge%20Base%20Import/547-Nov-14-2024-09-56-30-4891-PM-1-1.png?width=314&name=547-Nov-14-2024-09-56-30-4891-PM-1-1.png) ### Custom Fields To assist with your individual project processes, you can create additional custom fields that are displayed under the Additional Information heading at the bottom of the Project tab within each and every project's workspace. You can create a variety of kinds of fields, including text, number, checkbox, date, and picklist. These custom fields can be made required or optional; required fields are automatically marked with asterisks. If a field is removed, new projects will no longer show that field. All fields that you define can be output within reports. To add fields, select *Lead and Project Data* from the *Administration* menu, and expand the *Custom Fields* section.   ![](https://help.gosolo.io/hs-fs/hubfs/Knowledge%20Base%20Import/547-Nov-14-2024-09-56-34-1082-PM-1-1.png?width=688&name=547-Nov-14-2024-09-56-34-1082-PM-1-1.png)   - [Application Overview](https://help.gosolo.io/solarnexus/application-overview?hsLang=en) - [Tips and Tricks](https://help.gosolo.io/solarnexus/tips-and-tricks?hsLang=en) - [Integrating SolarNexus with Other Applications](https://help.gosolo.io/solarnexus/integrating-solarnexus-with-other-applications?hsLang=en) - [Incentives and Finance Programs](https://help.gosolo.io/solarnexus/incentives-and-finance-programs?hsLang=en) - [Documents: Templates and DocuSign](https://help.gosolo.io/solarnexus/documents-templates-and-docusign?hsLang=en) - [Shared Company Resources](https://help.gosolo.io/solarnexus/shared-company-resources?hsLang=en) - [Reporting](https://help.gosolo.io/solarnexus/reporting?hsLang=en) - [Project Data](https://help.gosolo.io/solarnexus/project-data?hsLang=en) - [Resources](https://help.gosolo.io/solarnexus/resources?hsLang=en#main-content) - [Products and Catalogs](https://help.gosolo.io/solarnexus/resources?hsLang=en#products-and-catalogs) - [Service Offerings, Pricing, & Solution](https://help.gosolo.io/solarnexus/resources?hsLang=en#service-offerings-pricing-solution) - [Project Milestones and Workflow Management](https://help.gosolo.io/solarnexus/project-milestones-and-workflow-management?hsLang=en) - [Account and User Management](https://help.gosolo.io/solarnexus/account-and-user-management?hsLang=en) - [Managing Sold Projects](https://help.gosolo.io/solarnexus/managing-sold-projects?hsLang=en) - [Energy and Financial Analysis](https://help.gosolo.io/solarnexus/energy-and-financial-analysis?hsLang=en) - [PV Systems, Energy Storage, and Efficiency Measure](https://help.gosolo.io/solarnexus/pv-systems-energy-storage-and-efficiency-measure?hsLang=en) - [Manage Sales Opportunities](https://help.gosolo.io/solarnexus/manage-sales-opportunities?hsLang=en) - [Create and Manage Jobs (Projects and Work Orders)](https://help.gosolo.io/solarnexus/create-and-manage-jobs-projects-and-work-orders?hsLang=en) - [Misc](https://help.gosolo.io/solarnexus/misc?hsLang=en) - [User Account Maintenance](https://help.gosolo.io/solarnexus/user-account-maintenance?hsLang=en) - [Utility Bills](https://help.gosolo.io/solarnexus/utility-bills?hsLang=en) - [Managing Company Catalog](https://help.gosolo.io/solarnexus/managing-company-catalog?hsLang=en) - [Managing Projects](https://help.gosolo.io/solarnexus/managing-projects?hsLang=en) - [Financial Analysis](https://help.gosolo.io/solarnexus/financial-analysis?hsLang=en) - [PV System Design and Production Estimates](https://help.gosolo.io/solarnexus/pv-system-design-and-production-estimates?hsLang=en) - [Video - Webinars and Tutorials](https://help.gosolo.io/solarnexus/video-webinars-and-tutorials?hsLang=en) - [Update Notes](https://help.gosolo.io/solarnexus/update-notes?hsLang=en) - [Contact Support](https://help.gosolo.io/solarnexus/contact-support?hsLang=en) [![Untitled Drawing (1)](https://help.gosolo.io/hs-fs/hubfs/Untitled%20Drawing%20(1).png?width=250&height=97&name=Untitled%20Drawing%20(1).png "Untitled Drawing (1)")](http://www.gosolo.io) Copyright © 2026, Solo