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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
        Close CRM
        • The Set Up
          • Adding Email Signature
          • Creating Phone Numbers
          • Statuses & Pipelines
            • Lead Statuses
            • icon picker
              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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Opportunity Pipeline
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Opportunity Pipeline

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Please watch the video below to understand:

How we categorise our opportunity pipeline & statuses.
The different opportunity status types.
How to create a new pipeline.
How to create new opportunity statuses.
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How to Create a New Opportunity Pipeline

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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Scroll to the bottom of the page and click + New Pipeline. ​
Screenshot 2023-09-06 at 4.19.42 pm.png
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Name the new pipeline, then click Save.
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Screenshot 2023-09-06 at 4.19.55 pm.png
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How to Create New Opportunity Statuses

In the Statuses & Pipelines page, scroll to the Opportunity Pipeline you want to add a new status to.
Type the name of the new status in the Status Name box. ​
Screenshot 2023-09-06 at 4.23.09 pm.png
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Select the Status type in the box directly to the right of the status name, then click Add. ​
Screenshot 2023-09-06 at 4.23.36 pm.png
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How to Create a New Opportunity Pipeline
How to Create New Opportunity Statuses
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