Service Request
Site Address
Full Name
Email
Phone Number
Message
Is regarding an A1 Sun installed system?
Sub-Pipeline
Sales Pipeline
Service Requests
ARCHIVE PRE NEM3 LEADS
All Projects
ARCHIVE Service Records Pre NEM3
ARCHIVE SALES RECORDS - Pre NEM-3
Stage
New Lead
Vetting / Info / Price Filter
Waitlist for Site Visit
Site Eval Scheduled
Waiting for Quote
Contract Sent Out
Quote Sent
Lead Dropped (provide reason)
New Inquiry
Ready for Scheduling
1 New Contract
2 Presites to Schedule
4 Planset in Review
6 SUBMITTED Permit/Corrections
7 Approved Plans
10 Standoffs Installed
11 Materials Delivered
15 Final Inspection Passed - NEMs to Submit
16 NEM Application Submitted
Contract Sent
3 Planset to Draw
12 Inspections to Schedule
5 TO SUBMIT Permit/Corrections
9 Install Scheduled
8 Permit Issued
17 PTO Approved
Proposal
Diagnostic Visit Complete
Service Work Quoted
Service Work Completed
Work Invoiced
Diagnostic Visit Scheduled
Service Scheduled
14 Corrections/Revisions
13 Inspection Scheduled
2 Presite Scheduled
NEM-2 Application Submitted
Completed
On Hold
Qualification
Needs Analysis
Proposal/Price Quote
Negotiation/Review
Closed Won
Closed Lost
Requested
Scheduled
Awaiting Vendor
No Action Required
New Service Inquiry
Service Ready to Schedule
ARCHIVE - Do not use
In Communication
Site Eval
SALES ON HOLD
A1 Response