Solar installers: catch qualifying dead leads before refund window closes
Solar installers: catch qualifying dead leads before refund window closes
Solar business owners miss qualifying dead leads from some lead sources, causing refund actions to miss the seven-day refund window. Instant alerts notify owners and operations so refunds start before the window.
Overview
Solar business owners risk losing refunds when qualifying dead leads slip past the seven-day window. This workflow routes those deals to owners and operations and creates alerts and tasks so refunds and rejections start before the window closes. The result is faster handoffs and far fewer missed refund windows.
Notable Features
- Notify owners and operations instantly
- Filter dead leads by lead source
- Track refund eligibility within window