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Solar At Scale - Solar Closer Mastery
  • Pages
    • 1. Software Set-Up
      • Calendly
      • close
        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
          • icon picker
            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
      • opensolar
        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
    • Untitled page
Solar At Scale - Solar Closer Mastery
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Leads and Contacts
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In Close, prospects and customers are split into 2 different levels:
Leads
Contacts
⁠
⁠

The lead corresponds to the client we are speaking to in regards to the sale. In some cases, there might be more than one contact associated with the same lead, as you will learn in the examples below.
The Lead can either be specifically named, for example, the name of a company, or it will automatically take the name of the Primary contact in Close.
We will go into this in more detail in the SOPs mentioned above.

Examples

If we are talking to a commercial client, Solar Bill Busters about their solar needs, the Lead is Solar Bill Busters. In this case, the Contacts would be the representatives of the company that we are speaking to.
If we’re speaking to a consumer client, Bob Smith, then the lead and the contact would both be Bob Smith. In this case, we might also have an extra contact, Bob’s wife Barbara, and the Lead would take the name of the Primary Contact in Close.

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