Add qualified rooftop solar leads to tracking sheet

Your solar lead records in CRM lack consistent triage, leaving campaign managers with unprioritized prospects. You get a clean, triage-ready lead list for outreach and same-day scheduling.

Overview

Untracked qualifying CRM updates leave campaign managers guessing which prospects to call next. This flow centralizes qualifying lead updates into a managed worksheet so marketing ops and campaign managers can triage and schedule outreach, enabling same-day contact for high-priority prospects.