1. Add Lead Sources2. Build Pipeline Stages3. Lead Assignment4. Custom Fields5. Follow-Up Reminders6. Deal Value & Forecasting7. Test End to End
New to OneSolar CRM? Start with the full setup tutorial.
Add Your Lead Sources
Why it matters: Every channel needs to land in the same pipeline - a lead captured by a field rep should be just as visible as one from a web form.
- Go to CRM → Settings → Lead Sources
- Add each channel you use: Website Form, Paid Ads, Referral, Door-to-Door
- Connect Facebook Ads under Settings → Integrations if you run paid social campaigns
Result: every lead source appears as a filterable option on the Leads list.
Build Your Deal Pipeline Stages
Why it matters: A solar pipeline needs Inspection and Proposal as distinct, trackable stages - not informal steps buried inside "Qualified."
- Go to CRM → Deals → Pipeline Settings
- Add stages: Lead In, Qualified, Site Visit Scheduled, Inspection Completed, Proposal Sent, Won/Lost
- Set a stage color for quick visual scanning on the pipeline board
Result: a test deal can move through all six stages on the pipeline board, in order.
Set Up Lead Assignment Rules
Why it matters: Without a rule, new leads sit unassigned until someone happens to notice them.
- Go to CRM → Settings → Assignment Rules
- Choose Round Robin, Territory-Based, or Manual Queue
- Set a fallback owner for leads that don’t match any rule
Result: a new test lead is automatically assigned to a rep within seconds of being created.
Create Custom Fields for Lead Qualification
Why it matters: Every solar business qualifies leads slightly differently - roof type, ownership status, credit tier - and the default fields rarely cover all of it.
- Go to CRM → Settings → Custom Fields → Leads
- Add fields like Roof Type, Homeownership Status, or Estimated Bill
- Mark critical fields as required before a lead can move to Qualified
Result: the Lead form shows your custom qualification fields.
Set Up Automated Follow-Up Reminders
Why it matters: A lead that goes three days without contact is far more likely to go cold - a system reminder catches this before a manager has to.
- Go to CRM → Settings → Automation
- Create a rule: if a Lead has no activity for 2 days, create a follow-up task for its owner
- Set an escalation to the sales manager if the task remains open after 24 hours
Result: a test lead with no activity generates a follow-up task automatically after 2 days.
Configure Deal Value & Forecasting
Why it matters: Accurate deal values are what make your pipeline reports trustworthy enough to actually plan around.
- Set the default currency and deal value field under CRM → Settings
- Enable weighted forecasting by stage (e.g. Proposal Sent = 50% likelihood)
- Review the Deal Report to confirm forecasted totals look reasonable
Result: the Deal Report shows a weighted pipeline forecast, not just a raw total.
Test Your Pipeline End to End
Why it matters: A five-minute test now catches a broken assignment rule before it costs you a real lead.
- Create a test lead from each configured source
- Move it manually through every pipeline stage
- Confirm assignment, custom fields, and follow-up reminders all fire correctly
Result: a single test lead has moved cleanly from Lead In to Won, triggering every rule along the way.
You’ve completed this tutorial
Your pipeline is live. Next: learn how site inspections feed directly into it.
Continue learning
Keep going with the next tutorials in the Solar CRM series.