Marketplace leads

Where to find your leads?

Leads that have been submitted through the solar marketplace can be located in the Leads tab on the Easy PV homepage.

Following up leads

You can email your new leads directly through Easy PV by clicking the contact button. This will bring up an email template which is fully customizable and can be set up to come from your company email.

Converting leads to projects on Easy PV

It is quick and easy to convert a lead into a project on Easy PV by clicking the '...' then 'convert to project'

This will open up the project in Easy PV and it should look like this with the roof already outlined and panels in place:

From here you can complete the remaining tasks, send formal quotes and proposals and also order your kit from Midsummer Wholesale!

Conversion tracking

When leads have been converted into sales, it is very important that you notify us by changing  the status of the project to SALE. If this is not done then you may be removed from the marketplace.