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Solar At Scale - Solar Closer Mastery

Pages
- 1. Software Set-Up
  Calendly
  Close CRM
  The Set Up
  Adding Email Signature
  Creating Phone Numbers
  Statuses & Pipelines
  Lead Statuses
  Opportunity Pipeline
  Custom Fields & Activities
  Custom Fields
  Custom Activities
  Templates
  Email Templates
  SMS Templates
  Reporting & Metrics
  How To Guides
  Leads and Contacts
  How to create a lead
  How to create a contact
  How to merge leads
  Calling & Auto Diallers
  Making/Logging Calls
  Automatic Diallers
  Emails & SMS Messaging
  Email/SMS Templates
  How to Send Emails
  Sending SMS messages
  Workflows
  Creating Tasks
- 2. Solar Product Knowledge
  How Solar Works
  Solar 101: A Guide To Buying Solar Power Systems
  Why Solar is Different
  Solar Batteries
  Heat Pumps
  Federal Govt Rebates (STCs)
  Calculating STCs
  Solar Victoria Rebate
  Solar Panel (PV) Rebate
  Solar for Renters Rebate
  Solar Battery Loans
  Hot Water Rebate
  Approved Products
  DNSPs
  Grid -Connection Rules
- 3. Sales Philosophy
  What is Sales?
  The Basics
  The 60/30/10 Rule
  3 Cs of Sales
  The Myth of Price and Money
  Convincing vs Persuading
- 4. Strategy Session
  Mindset of Closing
  Product Training
  Solar system size limits explained by state | Solar Choice
  Consumption Monitoring
  Switchboards
  Solar Panel Brands
  Solar Inverters
  How to sell on OpenSolar
  How to create the proposal & process finance
  Proposal Request
  Extra Charges
  Financing Solar
  Plenti
  Humm
  The Importance of Structure
  The Intro
  The Problem
  The Solution
  Future Pacing
  Cost of Inaction
  The Presentation
  Gaining Commitment
  Processing The Sale
  RECORDINGS
  LIVE EXAMPLE
- 5. Handling Objections
  Logistical vs Fear-based Objections
  Partner Objection
  Money Objection
  "Think About It" Objection
  Negotiation
- 6. Completing the Sale
  Applying for Rebates (VIC)
  Solar Victoria Rebate
  Solar Panel (PV) Rebate
  Solar for Renters Rebate
  Solar Battery Loans
  Hot Water Rebate
  Approved Products
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Solar At Scale - Solar Closer Mastery

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Lead Statuses

This SOP will highlight:

How we’ve set up our Lead statuses in Close.

How to update the status for a Lead.

How to adjust the existing Lead statuses in the Close account.

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How to Create/Edit Lead Statuses

Navigate to the Settings.

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Go to the Statuses & Pipelines page.

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To create a new Lead Status, type the name of the status in the Status Name box and click Add.

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To edit an existing Lead Status, click the pencil icon next to the status you want to update & change the name accordingly.

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To delete a Lead Status, click the bin icon next to the status you want to delete:

If there are some leads assigned to the status you are trying to delete, you will need to choose a different status to assign to those leads.

Once you’ve assigned the leads to a different status, you can then click Delete.

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To edit the order that the statuses appear, hover your mouse over the lead status you want to re-order, then click & drag the status using the 2 bars icon.

Screenshot 2023-09-06 at 2.41.41 pm.png

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