Lead: Within various CRM systems a lead is a person. In the solar space, a lead is a physical address where a solar installation could potentially occur and the responsible person(s) living at that address is a contact. New leads can be generated in Enerflo via the New Leads link in the menu bar of the user's Enerflo instance. Leads may also be imported via the Lead API (see documentation link below).
/span>
Deal: Within the Lead there is a deal that is the big overview of what is being sold that lists various deal types that are set up by which EPC (installer) that has been selected. Leads can have multiple deal types. The deal includes: consumption profile, title check (if enabled), design, proposal, loan app and system info and install agreement. /span>
Deal Type: Deal Types are created for each partner to ensure existing deal information is kept together in the same location. A deal type is a way to create a deal with various design teams and/or installers needed to create the customer's proposal. Deal types vary based on installer you need for the project at hand. Typically referred to in surveys. /span>
Lead is WHO you sell the deal to
Deal is WHAT you are selling
Related Guru Cards: