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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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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.

Screenshot 2023-09-06 at 2.37.44 pm.png

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Go to the Statuses & Pipelines page.

Screenshot 2023-09-06 at 2.37.40 pm.png

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

Screenshot 2023-09-06 at 2.38.12 pm.png

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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.

Screenshot 2023-09-06 at 2.38.21 pm.png

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Screenshot 2023-09-06 at 2.38.54 pm.png

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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.

Screenshot 2023-09-06 at 2.46.03 pm.png

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Screenshot 2023-09-06 at 2.46.19 pm.png

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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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