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ADDING LEAD INFORMATION

Add important information about your lead either manually or through a widget on your website.

Adding Your Lead Manually

On your dashboard, click on the "New Lead" button to open the "Enter Name/Address/Usage" page.

 

New-Lead-button

Select the lead type, and add all relevant information about your lead, including the utility tax rate and roof type.

 

residential-lead-modsolar

 

business-lead-modsolar

Clicking the Next button will take you to the "Draw Areas" page.

Adding Your Lead Through a Widget

Embed a Lead Generation Widget on your website. This widget enables your prospects to request for a solar quote and engages them by having them identify their house or property.

How do you set it up?

1. You complete the Widget information in the settings area of your account.

2. You copy the HTML code to your website and you are done!

Example widget setting you can personalize:

Widget-Settings

 

How does it work?

1. The prospect enters their name, address and contact information.

2. They also enter the monthly average dollars spent on electricity and select their utility provider.

3. A Google Maps aerial image will appear based on the address that has been entered.

4. The prospect then zooms in, centers and identifies their house.

5. They receive an online thank you message, an email that you will be in touch soon.

The lead will automatically appear on your My Leads page in a different color to indicate that it is a new lead from the widget. An email will also be sent to a member of your team notifying them that a new lead has been submitted.

How the widget will look like on your website:

 

Embedded-Widget

Category: Proposal Creation