Load CSV files to begin

Load your solar scan results

Click the button below to select your CSV files.
Select all files from one province folder, then repeat for each province.

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Lead Details

Pipeline Status (select all that apply)
Priority
Assigned Rep
Contact Name
Contact Role
Phone
Email
First Contact
Follow-up Date
Campaign / Source
Notes
Backup & Restore
No backup yet this device
Import merges leads into this file. Existing leads are never overwritten — only new ones are added.
Click any lead to edit 0 leads

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Activity Feed

Upcoming Follow-ups

Open the downloaded file on your iPhone to add every follow-up to Apple Calendar with its alert

Calendar

Pipeline Analytics & Goals

Add Lead

Company
Pipeline Progress
Pipeline Status (or set manually — select any)
Contact Name
Phone
Assigned Rep
Follow-up Date
Follow-up Time
Alert me
Downloads a calendar file — open it on your iPhone to add the event with its alert
Add a Note (saved with today's date)