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Create solar lead
Capture customer details, assign owner, and prepare document collection.
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Lead Intake
Customer name
Phone
Email
Lead source
Draft intake request
Website intake
Referral
Sales rep
Service address
Assigned sales rep
Marlon Price
Dana Ortiz
Tasha Green
Operations Lead
Financing interest
Yes
No
Unsure
Notes
Customer wants battery backup and asked for a proposal after document review.
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