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Solar At Scale - Solar Setter Mastery

Pages
- 1. Solar Product Knowledge
  How Solar Works
  Solar 101: A Guide To Buying Solar Power Systems
  Why Solar is Different
  Solar Batteries
  Heat Pumps
  VIC
  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
- 2. Sales Philosophy
  What is Sales?
  The Basics
  The 60/30/10 Rule
  3 Cs of Sales
  State Management
  The Myth of Price and Money
  Work Ethic & Perseverance
  Convincing vs Persuading
- 2. Outbound Calling
  Leads
  Approaching Different Types of Leads
  Cold Calling Script
  Aged Lead Script
  RECORDINGS
  Rebuttals
  Voicemail Script
- 3. Triage Call
  Triage vs Discovery Call
  Mindset
  Goals of a Triage
  Technical Knowledge for Triage
  Focus on the Problem
  Existing Solar Systems
  Triage Script
  Aged Lead Triage
  Fresh Lead Triage
  Booked Triage
  Alternative Triage Script
  RECORDINGS
- 4. CRM Software Set-Up
  Calendly
  Close CRM
  The Set Up
  Adding Email Signature
  Creating Phone Numbers
  Statuses & Pipelines
  Lead Statuses
  Opportunity Pipeline
  Custom Activities & Fields
  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
  Importing Leads
- 5. Commission Breakdown
- Quiz

Solar At Scale - Solar Setter Mastery

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Custom Fields

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How to Create Custom Fields

Navigate to the Settings.

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Go to the Custom Fields settings page.

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Select the relevant custom field you want to create by selection from the options at the top:

Lead Custom Field

Contact Custom Field

Opportunity Custom Field

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Click the + New Custom Field button.

+ New.png

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Fill in the details of the custom field you’re creating:

Name

Type

Description

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Custom Field details.png

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If you wish, you can Share the custom field between the Lead and Contact so they can be used in both instances.

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If desired, you will have the option to Restrict the Custom field so only certain Roles within your organisation will be able to use them.

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How to Edit Existing Custom Fields

In the Custom Field settings page, find on the custom field you want to edit & click on it’s name.

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Edit the custom field as required.

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When done, click Save on the bottom right.

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Keep in mind that Shared Custom Fields cannot have the Type edited once it has been created.

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