Team guide
9 November 2026

For Alexis and the Energy Consultants

Battery enquiries:
who does what

Our aim is simple: each enquiry has one person looking after it, and each sales job has one Opportunity.

Alexis

Receive and allocate

  1. Open the new Lead

    Read the customer’s answers. Open the existing Contact link, if one is provided. Check their email, mobile and address to confirm it is the right person.

  2. Check for an existing consultant

    Look for an open Opportunity for this same battery job. If a consultant is already handling it, pass the enquiry to them.

  3. Allocate the Lead

    Change Lead Owner to the Energy Consultant who will handle it. Add a short Note with anything they need to know. Leave conversion and sales follow-up to that consultant.

Energy Consultant

Contact, convert and book

  1. Contact the customer

    Confirm what they need and record the conversation using Log a call against the Lead. If another call is needed, create a Task with a due date. Keep the Lead open while following up.

  2. Check for an Opportunity for the same job

    Before creating anything, check the customer’s existing Opportunities. An old solar installation is a separate job. An open battery enquiry for the same property may already be the job you need.

  3. Convert the Lead when the enquiry is ready to progress

    Existing customer, new battery job

    Select Add to existing Contact and tick Create a new Opportunity.

    New customer, new job

    Create the Contact and Opportunity.

    Same job already has an Opportunity

    Select the existing Contact and leave Create a new Opportunity unticked. Record the new information against the existing Opportunity.

    Check the selected Contact before pressing Convert. For a new Opportunity, complete the required fields and make yourself the Opportunity Owner.

  4. Book the home visit

    Use Consultant Booked Energy Consultation in Zoho Bookings.

    This reserves the appointment only. It does not create or update CRM records.

  5. Record the booking in CRM

    Add the appointment date, time and booking reference to a Note on the Opportunity. Record the next action there too. Continue using that Opportunity for the visit, quote and sales follow-up.