Solar At Scale - Solar Closer Mastery
Solar At Scale - Solar Closer Mastery
Leads and Contacts

icon picker
How to create a contact


This SOP will outline:

How to create a new contact
Situations when you might have to create a new contact
When dealing with clients, whether in the Sales Process or after the sale, the client may request we speak to someone else to organise certain things, like the Solar Victoria rebate or the system’s installation.
In this case, you would create a new Contact in Close so we can associate them with this lead.


This might be someone’s partner (husband or wife).
In a commercial scenario, it might be a manager or another representative of the company.


In the Lead page, locate the Contacts section on the left side.
Press the + icon to create a new contact.
Type in the new contact details
Title (e.g. General Manager, Customer Service Representative, CEO, etc.)
Phone Number
Press the Save button once you’re done.

Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
) instead.