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Leads — capture, qualify, convert /a/leads

Every potential customer starts here. Drag them across stages on the kanban, work the list view with filters when the pipeline grows, and WhatsApp any customer in one tap.

Leads kanban board with WhatsApp icons on each card and Import, Export and New Lead buttons

The lead lifecycle

Each lead moves through eight stages. Drag the card on the kanban to change stage, or change Lead Status from the lead detail page and click Save.

Stage	When to use it
New	Just captured. No outreach yet.
Contacted	You've spoken to the customer at least once.
Survey Scheduled	A site visit is on the technician's calendar.
Quote Sent	Quotation shared with the customer.
Negotiation	Customer asked for changes, discounts or comparisons.
Won	Quote accepted and converted to a project.
Lost	Customer chose another vendor or dropped out.
Junk	Invalid number, accidental enquiry, or test data.

One-tap WhatsApp New

A green WhatsApp icon sits next to the customer's name on every kanban card and list row, and next to the mobile number on the lead detail page. Tap it to open WhatsApp (the app on your phone, or WhatsApp Web on a computer) with a ready-made message to that customer, for example:

"Hi Rahul Desai, this is regarding your solar enquiry with Solar CRM. Let us know a good time to talk!"

Edit the message before sending if you like. Nothing is sent automatically and there's no per-message charge — it goes from your own WhatsApp. Change the default wording in Settings → Company Profile → WhatsApp Message Templates → Lead follow-up message.

Enter mobiles carefullySave mobile numbers as 10 digits (or with +91). A number with missing digits produces a WhatsApp link that won't open a chat.

Kanban view

The default view. Eight columns — one per stage — show every lead as a card with name, monthly bill and state. Drag a card across columns to update its stage; the kanban auto-saves. Scroll sideways to reach Negotiation, Won, Lost and Junk.

The red trash icon sits directly on every card. Use Lost or Junk instead of delete whenever you might want the record back later for reporting.

List view

Click the List View tab next to Kanban to swap into a sortable, filterable table.

Filters row — status, lead source, state, city, assigned executive. They stack (AND), so combine to drill down (e.g. "Quote Sent" + "Maharashtra"). The state filter covers all 36 states and union territories.
Sort by Customer Name, Follow-up date, or Bill Amount using the column headers.
Search the box at the top matches against customer name.

Import and export New

Use Import to bring in leads from a spreadsheet and Export to download your leads, both from the top bar of the Leads page.

Adding a new lead

Click + New Lead in the top right to open the Quick Create Lead modal. Required fields are marked with a red asterisk.

Customer Name and Mobile Number. Use the customer's 10-digit Indian mobile — it powers the WhatsApp buttons.

Monthly Bill Amount in rupees. This drives the recommended system size in the Site Survey form, so a wrong bill means a wrong kW.

Follow-up Date — when the lead should appear on your dashboard's Overdue Follow-ups list if not actioned by then.

State, City, Lead Source. State decides which state-subsidy rule applies later in the quotation. Lead Source options: Referral, Google Ads, Housing Society, Dealer, Walk-in, Other. Leads from your website calculator arrive tagged Website Solar Calculator automatically (see Solar Calculator).

Click Save Lead. The lead lands in the New column.

Lead detail page

Click View Details on a card or View in the list to open the lead.

Header card — name, address, monthly bill, and the Edit, Create Quotation / View/Edit Quotation and delete buttons. Below it, the Lead Status dropdown and Follow-up Date; click Save to commit.
Project Lifecycle New — four shortcuts to this customer's Project Details, Subsidy Details, Payments and After-Sales records once they exist.
Contact Information — Mobile (with the WhatsApp icon), Email, Lead Source, Roof Ownership.
Site Surveys — pick a date/time and technician, then click Schedule. Past and upcoming surveys are listed as Survey History.
Activity & Notes (right rail) — type into Add a quick note… and click Add Note.

Troubleshooting

Problem: the WhatsApp icon opens WhatsApp but says the number isn't on WhatsApp. Fix: open Edit on the lead and check the mobile has all 10 digits.

Problem: the lead page is slow to respond after saving. Fix: wait a few seconds for the page to finish reloading before clicking again.

Next stop: schedule a site survey from the lead detail page, or build a quotation from the header button.