# Lead Management Capture, organize, and convert leads into solar customers. Powerlily's lead management system helps you never miss an opportunity and streamline your sales process from first contact to signed contract. ## Overview Powerlily lead management allows you to: - Capture leads from your branded contact page - Embed lead forms on your website - Receive instant notifications - Organize leads in CRM - Convert leads to quotes quickly - Track lead source and status - Manage follow-up activities ## Lead Capture Methods ### 1. Branded Contact Page **Your professional lead capture page** **What It Is:** - Fully branded contact form - Your logo and colors - Custom domain (if configured) - Mobile responsive - Professional appearance **How to Use:** 1. Navigate to your contact page 2. Copy the URL 3. Share on: - Your website - Social media - Email campaigns - Business cards - Marketing materials **URL Format:** - Default: `powerlily.io/yourcompany/contact` - Custom domain: `yourcompany.com/contact` **Features:** - Company branding - Clean design - Easy to fill out - Instant submission - Mobile optimized **Best For:** - Social media links - Digital marketing - Direct sharing - Quick setup - Professional image ### 2. Embedded iFrame **Integrate directly into your website** **What It Is:** - Contact form embedded in your site - Seamless integration - Looks native to your site - Same branding - No redirect needed **How to Embed:** 1. **Get the Code:** - Log into Powerlily - Go to contact page - Click **"iFrame"** button - Copy the embed code 2. **Add to Your Site:** - Paste code in your HTML - Place where you want form - Adjust width/height if needed - Save and publish **Example Code:** ```html <iframe src="https://powerlily.io/yourcompany/contact" width="100%" height="800" frameborder="0"> </iframe> ``` **Customization:** - Adjust width (100%, 600px, etc.) - Adjust height (800px, 1000px, etc.) - Remove border - Responsive sizing **Best For:** - Your website contact page - Dedicated landing pages - Campaign-specific pages - Professional integration - Branded experience **Advantages:** - Customers stay on your site - No page redirect - Professional appearance - Easy implementation - Matches your site design ## Lead Notifications ### Instant Alerts **When Lead Received:** **In-App Notifications:** - All team members notified - Real-time alert - Visible in notification bell - Click to view lead details **Email Notifications:** - Sent to company email - Lead details included - Contact information - Message content - Immediate delivery **Company Email:** - Set in company settings - Not individual user emails - Central inbox - Team coordination - No leads missed ### Notification Contents **Lead Information:** - Customer name - Email address - Phone number - Property address - Message/inquiry - Lead source - Timestamp **Quick Actions:** - View full lead - Create quote - Assign to team member - Add notes - Schedule follow-up ## Lead Information ### Required Fields **Name:** - Full name - Contact identification - Personal greeting **Email:** - Primary contact method - Quote delivery - Communication **Phone:** - Direct contact - Follow-up calls - Appointment scheduling **Address:** - Property location - System design - Service area verification ### Optional Fields **Message:** - Customer inquiry - Specific questions - Project details - Timeline information **Custom Fields:** - Additional information - Qualification questions - Lead scoring data ## Lead Management ### Viewing Leads **Navigation:** 1. Go to **CRM** → **Leads** 2. See all leads 3. Filter and search 4. View details **Lead List View:** - Lead name - Contact information - Date received - Status - Assigned to - Quick actions ### Lead Details Page **Information Displayed:** - Full contact details - Property address - Original message - Lead source - Date/time received - Activity history - Notes - Related quotes **Available Actions:** - Create quote - Send email - Make call - Schedule appointment - Add notes - Change status - Assign team member - Mark as converted ## Converting Leads to Quotes ### Quick Conversion **Process:** 1. Open lead 2. Click **"Create Quote from Lead"** 3. Customer info auto-filled: - Name - Email - Phone - Address 4. Continue with quote creation 5. Design system 6. Send proposal **Benefits:** - No data re-entry - Faster quote creation - No typos - Consistent information - Time savings **Auto-Populated Fields:** - Customer name - Email address - Phone number - Property address - Any custom fields **Next Steps:** - [[Quotes/Selecting Imagery|Select imagery]] - Design system - Configure pricing - Add incentives - Send to customer ## Lead Organization ### Lead Status **Track progress:** - New - Contacted - Qualified - Quote Sent - Negotiating - Won - Lost **Status Updates:** - Manual change - Automatic on actions - Team visibility - Pipeline tracking ### Lead Assignment **Assign to Team:** - Sales rep - Territory manager - Project manager - Follow-up owner **Benefits:** - Clear ownership - Accountability - Organized workflow - Team coordination ### Lead Notes **Document Everything:** - Phone conversations - Email exchanges - Site visit notes - Customer preferences - Special requirements - Follow-up plans **Team Collaboration:** - Visible to team - Complete history - Context for handoffs - Audit trail ## Lead Sources ### Tracking **Identify Where Leads Come From:** - Contact page - Website embed - Referral - Marketing campaign - Social media - Trade show - Advertisement **Benefits:** - ROI analysis - Marketing optimization - Budget allocation - Channel performance ### Source Attribution **Automatic:** - Form submission source - Referral links - Campaign parameters **Manual:** - Add source after receipt - Update as needed - Team input ## Follow-Up Management ### Activity Tracking **Log Activities:** - Phone calls - Emails sent - Site visits - Meetings - Proposals sent - Follow-ups scheduled **Complete History:** - Timeline view - Team visibility - No missed touches - Relationship building ### Task Creation **Set Reminders:** - Call customer - Send information - Schedule appointment - Follow up on quote - Check decision date **Task Features:** - Due dates - Assignments - Priority levels - Email reminders - Completion tracking ## Best Practices ### Response Time **Act Quickly:** - Respond within 1 hour - Same-day follow-up - Strike while interest is hot - Competitive advantage **Studies Show:** - First responder wins - Lead decay is rapid - Quick response = higher conversion - Customer expectations high ### Lead Qualification **Qualify Early:** - Property ownership - Decision authority - Budget/financing - Timeline - Roof condition - Utility bills **Questions to Ask:** - "When are you looking to install?" - "What's motivating you to go solar?" - "Have you received other quotes?" - "What's your average electric bill?" ### Consistent Follow-Up **Follow-Up Schedule:** - Day 1: Initial contact - Day 2-3: Quote delivery - Day 7: Check-in - Day 14: Status update - Day 30: Final follow-up **Multiple Touchpoints:** - Phone - Email - Text (if permitted) - In-person - Mail ### Documentation **Always Document:** - Every conversation - Promises made - Customer concerns - Objections - Next steps - Decision timeline **Benefits:** - Team coordination - Avoid repeating questions - Professional service - No information loss ## Lead Form Optimization ### Keep It Simple **Only Ask What's Needed:** - Name - Email - Phone - Address - Brief message **Why:** - Higher completion rates - Less friction - More leads - Get details later ### Clear Call-to-Action **Button Text:** - "Get Free Quote" - "Request Information" - "Schedule Consultation" - "Check My Savings" **Clear Value:** - What they'll receive - No obligation - Free service - Quick response ### Mobile Optimization **Essential:** - 60%+ traffic is mobile - Easy to fill on phone - Large tap targets - Minimal typing - Auto-complete friendly ## Integration with CRM ### Workflow Connection **Lead to Customer Journey:** 1. Lead submitted 2. Team notified 3. Lead reviewed 4. Qualified 5. Quote created 6. Proposal sent 7. Follow-up tracked 8. Deal won 9. Project created 10. Installation scheduled **Seamless Flow:** - No data re-entry - Complete visibility - Team coordination - Nothing falls through cracks ### Pipeline View **Visual Management:** - Kanban board - Drag and drop - Status columns - Quick overview - Team dashboard ## Analytics & Reporting ### Lead Metrics **Track Performance:** - Total leads - Leads by source - Conversion rate - Response time - Quote rate - Win rate - Revenue per lead **Insights:** - Best sources - Conversion bottlenecks - Team performance - ROI by channel ### Optimization **Use Data to Improve:** - Double down on best sources - Improve weak areas - Test form variations - Refine follow-up process - Train team on conversions ## Troubleshooting ### Not Receiving Lead Notifications - Check company email setting - Verify email not in spam - Check notification settings - Ensure account permissions ### iFrame Not Displaying - Check embed code correct - Verify iframe allowed on site - Check width/height settings - Test in different browsers ### Lead Data Missing - Verify all form fields filled - Check form submission - Review lead in system - Contact support if persists ### Contact Page Not Loading - Check custom domain settings - Verify URL correct - Clear browser cache - Try incognito mode --- **Next:** [[Creating a Quote From a Lead|Create Quote from Lead]] | [[CRM/Overview|CRM Overview]]