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NEW
ASSIGNED
CONTACTED
QUALIFIED
PROPOSAL_SENT
NEGOTIATION
CONFIRMED
WON
LOST
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All sources
WEBSITE
PHONE INQUIRY
EMAIL INQUIRY
REFERRAL EXISTING CUSTOMER
SOCIAL MEDIA
COMPARE SOLAR
REFERRAL OTHER
VISITOR FORM
OTHER
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Name
Phone
Assigned to
Eircode
Source
Stage
Value
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First name *
Last name
Email
Phone
Address
City
County
—
Eircode
Source
WEBSITE
PHONE INQUIRY
EMAIL INQUIRY
REFERRAL EXISTING CUSTOMER
SOCIAL MEDIA
COMPARE SOLAR
REFERRAL OTHER
OTHER
Property type
—
Domestic
Commercial
Farm
Lead type
—
Solar PV
EV Charger
Add-On
Mix
Energy bill (€/mo)
Budget range
—
Under €5,000
€5,000 - €10,000
€10,000 - €20,000
€20,000 - €50,000
Over €50,000
Installation timeline
—
Immediate
Within 3 months
Within 6 months
Within 1 year
Just exploring
Estimated value (€)
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—
Next action
Follow-up
Last contact
Grant interest
Battery
EV charger
Pre-sale survey
Like Wizer
DNC (Do not contact again)
Description
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Lead
Activity log
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Marking as DUPLICATED-SPAM will also deactivate this lead.
Notes for the activity log