Dashboard 101 • How Leads Move Through These Columns AutomaticallyHands-Off Pipeline
You never need to manually drag cards — our backend engine orchestrates each stage:
1. Inbound: 3-min natural delay → sends welcome SMS & email with private assessment link. • 2. Awaiting Details: Customer fills roof & power bill form (auto-reminded at 2d, 5d, 12d). • 3. Ready to Quote: Form completed! Specs synced to SolarPlus so your rep can draft the proposal. • 4. Quote Sent: Proposal emailed; automated 3d, 7d, 14d follow-up drip is armed. • 5. Quote Approved: Customer signs in SolarPlus; instantly marked WON in Pipedrive!
Live Deal Pipeline • Pipedrive & SolarPlus Bridge
Deals move automatically when 3-min timers expire, property forms are completed, and SolarPlus quotes are sent or approved.
1. Inbound Leads
3-min welcome queue
No leads in this stage
2. Awaiting Details
Reminders active
No leads in this stage
3. Ready to Quote
Synced to SolarPlus
No leads in this stage
4. Quote Sent
SolarPlus proposal out
No leads in this stage
5. Quote Approved
Won & contract ready
No leads in this stage
6. Stale Leads
Unresponsive after drip
No leads in this stage