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.

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.

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 and Desired Scope and Solution Scope help article for more details.

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.

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 to learn more about using Labels.

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.