For our Energy Consultants
Your customer, visit and follow-up
Good CRM records help us look after customers and keep each job moving. Use this guide whenever you speak with a customer, prepare for a visit or follow up a quote.
1. Open the right records
Open the customer’s Contact and the Opportunity for the job you are handling.
Read the customer’s request, earlier quotes, Notes and recent activity. Check whether someone is already working on the same job. Keep the customer’s history together.
2. Prepare for the consultation
Check Contact Details for the customer’s name and phone number, and Installation Address for the site. Check the appointment details and read what we know about their current system.
Note any gaps to check with the customer. Open the correct Opportunity before starting the site form.
3. Use TSI at the visit
Use the TSI site form and field guide at every Energy Consultation.
- From the Opportunity, select Open TSI Form. Check the customer and address.
- Follow the field guide. Gather the customer’s needs, site details, electricity bill and required photos.
- If you pause, use Save & finish later. Keep the resume link. Wait for uploads and saving to finish.
- Check the form and capture status. Submit and wait for TSI submitted.
- Allow a few minutes, then check the Opportunity for the answers. Site details belong in TSI Information, battery site details in Battery TSI, and visit notes in Operational notes. Open Drive URL in Sales Information for the inspection photos.
4. Keep customer details current
Keep the customer’s Contact record current. In the Opportunity, use Contact Details and Installation Address for this job’s contact and site details.
Use TSI Information for the solar, inverter and battery equipment already at the property. Record the make, model, size and installation year where known. Leave unknown details clear.
These details help us give better advice, follow up properly and keep the team informed.
5. Record each conversation
For phone calls, use Log a call. Check that Call For / Contact identifies the customer and Related To points to the correct Opportunity. If a Call record already exists, update that one.
- Call Result: record the outcome, such as No answer, Message left, Call back or Interested.
- Description: record what you discussed and what was agreed.
- Notes: add a dated Note on the Opportunity for other useful customer conversations or email replies.
Keep conversation history in Notes and linked Calls. Use Sales - Notes in Sales Information for a brief sales summary.
6. Follow through on the sale
Keep the sale on the same Opportunity for that job. Use Sales Information for the current Stage. Use Proposal Information for the new system being quoted, its products, size and solar project link.
Use Finance Status for the finance provider and progress. Put agreed installation instructions in Statement of works/Install notes. Create a linked Task for each next action, with the responsible consultant and a due date.
Record any agreed call or visit time on the Opportunity. When the action is done, complete the Task and record the result and next step.