1) Quick view
The Lead summary page is divided into 6 tabs
Activity Timeline
Site Info
Consumption
Design
Files
Tasks
2) Activity Timeline
The activity timeline contains 3 tabs - Activity Timeline, Emails & Meetings.
2a) Activity Timeline
This contains all the activites that have occured since the lead creation
You can also add notes and save data for the lead
2b) Emails & Meetings
Integrate your google account and track all the emails and meetings between the sales person and Lead here.
3) Site info
The Site info contains 4 tabs - Lead & Site info, Pipeline Info, Additional Info and AHJ Info
Fields in Each Tab
a) Lead & Site Info
Lead full name
Lead Email Id
Lead Phone number
Site type
Address on Proposal
b) Pipeline Info
Lead pipeline
Lead Stage
Lead Owner
c) Additional Info
Deal value
Target Close date
Estimated System size
Probability to close the lead
Currency of the lead
lead source
d) AHJ Info
AHJ Info
AHJ code
Building code
Electrical code
Fire code
Residential code
4) Consumption
Enter the Utility rate details and consumption details of the lead
5) Design
Order expert services or Create new design for the lead in this tab
Once the designs are created, view all the details of the design
6) Files
The files contains 3 tabs - Documents, Site assesments and Contracts
6a) Documents
The Documents tab is categorised, so you can neatly organise all your documents of the leads
6b) Site Assesments
You can access, share and review the site survey form of the lead.
6c) Contracts
You can access, create, share and review the contract for the lead.
7) Tasks
Create and manage all your tasks
FAQs
1) What is the Lead Summary page for?
It’s the complete record for one lead — details, history, designs, files, and tasks — with quick links to start or continue design work.
2) Where do I enter the utility rate and usage?
In Consumption. Both live on one page so you don’t miss a field.
3) How do I create a design from here?
Go to Designs → Create Design. Choose PV, PV+ESS, or ESS-Only. Follow the onscreen steps.
4) Why did my design open the Battery page instead of Studio?
You created an ESS-Only design. ESS-Only goes straight to Battery; Studio isn’t used.
5) I can’t see Proposal or Studio. Is something wrong?
Not necessarily. In Sales Mode / PM-SGY accounts, Studio and Proposal are hidden. Use Battery and Pricing & Financing.
6) Where should I upload contracts?
Files → Contracts. Keep contracts separate from general documents for easier tracking.
7) How do I switch between multiple designs?
Use the design selector in Designs or Edit Design. You can also set one as Primary for faster access.
8) Where do I rename a design?
In Designs or Edit Design, click the pencil next to the design name.