Processing Lead Generation and Lead Usage/Bill Tickets (DRAFT)
- annelouise
- Deanna Collia
Background – GEXA is a sister-company to EverBright and will be sending us homeowner leads. Support will pass these leads to selected installers who will work with EverBright’s Design Desk to create a project based off this lead.
In some cases, the lead’s energy usage (utility bill) will be uploaded directly into the usage phase within the lead – in other cases, it will be sent to support in a separate ticket. That ticket should be linked to this one and then the process can be completed.
1. Lead will be sent to the SS support queue
The ticket will have the subject, “EverBright – GEXA Lead” (update after talking to Tim)
The ticket will include the following lead information:
Homeowner name
Contact email
Project address
Gexa Lead source:
Power Wizard (PW)
Energy Optimizer (EO)
2. Update the SS ticket
Set Request Type to Lead Generation
3. Process the Lead in PW or EO pipeline
Log in to Power Wizard (PW) or Gexa (Energy Optimizer -EO) org based on lead source noted in the request (log in as EverBrightAdmin)
Right click on the lead link in the SS ticket, and open in a new window, to navigate directly to the lead
Has usage information been uploaded in the job/lead?
If yes, Usage phase boxes will have a blue outline - proceed to step 4
If no, put the ticket into “Waiting for Typeform” status
Process pauses here until usage is received.
Usage information will come in a separate ticket
Once added, proceed with step 4.
If if not received within 1-day, proceed to step 4 using the default usage
4. Assign the lead to partner organization
Identify the optimal organization to assign the lead
Click into this spreadsheet (add link once received from James)
Hold control key and F to search for the city of the lead’s address
Based on the city, select the appropriate org
Take note of the person associated with this org; you’ll need it in Step 5.
Reassign the lead
to the selected organization
to user: designdesk@(org name here)
Here’s refresher on how to transfer a job to new org and user
5. Initiate a design desk order for the job
Log into the organization you just assigned the lead (as org admin)
Find the job/lead you just created in the org’s pipeline
Search by name and/or address
Click on the job to open it
Click on the shopping cart icon on the right side of the page to initiate design desk
Select the design desk template
Click Request
When the “notes for designer” pops up next, enter the following message to the designer:
“When design is approved, please assign the job to: (enter name of the person associated from the org spreadsheet in step 4) Send them a note letting them know their design is ready prior to closing the design desk ticket”
Then click “submit”·
6. Finish processing the ticket and close
Change the org name to the name of the organization you assigned the lead
Close the ticket
How to process Utility Bill (lead) tickets
Use this process when the utility bill/usage information comes in a separate ticket. That ticket should be linked to the lead ticket and then the process can be completed.
1. Lead’s utility bill / usage will be sent to support
The ticket will always have the subject, “EverBright – GEXA Lead, Usage Info” (update after talking to Tim)
The ticket will include the information required to identify the lead including:
Homeowner name
Contact email
Project Address
Gexa Lead source:
Power Wizard (PW)
Energy Optimizer (EO)
The ticket will include the lead’s Utility bill / usage information
2. Update the SS ticket
Set Request Type to Lead Generation
Add Request Participants: N/A
3. Search and link to the associated lead ticket
Search the open SS Queue for the associated lead ticket
Sort by “request type” – Lead Generation or
Sort by status - “waiting for typeform”
Once you found the associated lead generation ticket and are sure the name and address matches, you can link the tickets
Proceed to step FOUR in the process above and then close both of the tickets when complete.
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