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Lead Index and Lead Overview

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Jonathan Lane
  • Updated

The Lead Index within the Aurora application contains all of the submitted leads from your Lead Capture AI instance. As soon as a lead provides their information in Lead Capture AI, you’ll have immediate access to their contact and qualification information, enabling you to act quickly on any warm inbound lead.

Note: You can also integrate your lead information from Lead Capture AI to most CRMs, email, Google Sheets, and other cloud apps via Zapier. To learn more about how to deliver your leads to other technologies, navigate to our Lead Capture AI technical docs here.

View Leads from Lead Index

  1. From the Lead Index page, you’ll see the lead name, address, type, status, and assignee.
  2. Click on a specific lead to see the details for that lead on the Lead Overview page

Navigating the Lead Overview Page

From the Lead Overview page, you’ll be able to find all the information that the lead provided via Lead Capture AI:

  • Customer Profile
    • Name
    • Phone
    • Email
  • Solar Model Estimate
    • System size
    • Energy offset
    • Usable sunlight
  • Energy Consumption
    • Monthly cost
    • Utility bill (uploaded file)
  • Home Information 
    • Address
    • Rent or own
    • Avg monthly bill
    • Type of home
    • Age of roof
    • Roof material

Note: If a lead’s address did not qualify for an automated solar estimate, users will see an error message in place of a visual solar estimate in the app. However, users will still be able to access all other information provided by the lead and convert the lead to a project.

Converting Leads to Projects

From the Lead Overview page, you can convert leads into Projects in Aurora.

 

  1. Navigate to the “Label” dropdown in the top right corner
  2. Select a label:
    1. New
    2. In Progress
    3. Contacted
    4. On Hold
    5. Archived
  3. Assign the lead to another user in your organization
  4. Click “Convert Lead”

 

When you click “Convert Lead”, the lead information and 3D estimate are automatically transferred to the Projects view in Aurora. The new Project includes:

  • Name 
  • Phone
  • Email
  • Property address
  • Utility provider
  • Monthly cost
  • Utility bill (if uploaded)
  • 3D estimate
  • Link to Lead Overview in Aurora

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