In the fast-paced world of solar sales, the ability to manage leads efficiently can make or break your conversion funnel. That’s why Eclipse360 offers two powerful ways to get your leads into the CRM system with speed and precision: Import Leads and Add Lead. 

Whether you're handling bulk lead data from marketing campaigns or adding a single prospect from a recent call—Eclipse360 gives you unmatched flexibility to build and track your solar sales pipeline. 

Option 1: Import Leads (CSV Upload) 

Have a list of leads from your marketing team, Facebook campaigns, tele calling agencies, or a CSV from your ad partner? No worries, Eclipse360’s Import Leads feature makes it simple. 

Key Highlights: 

• Bulk upload leads via CSV 

• Supports multiple contact fields, addresses, and property types 

• Built-in CSV template download ensures proper formatting 

• Automated data mapping reduces manual cleanup 

Ideal For: 

• Solar companies buying leads from vendors 

• Internal teams managing high-volume lead generation 

• Sales managers assigning leads in bulk 

With just a few clicks, your entire spreadsheet transforms into a live, trackable pipeline within Eclipse360. 
 

Option 2: Add Lead (One-by-One Entry) 

If you're speaking with a Australian homeowner, commercial prospect, or getting referrals from installers or field staff, the Add Lead button is your go-to. 

Key Highlights: 

• Quick form with essential fields: name, contact, email, address, ABN, property type 

• Auto-assignment to specific team members 

• Create or select a lead source to track origin 

• Built-in map preview for fast geo-verification 

Ideal For: 

• Sales reps entering leads from calls or walk-ins 

• Admins creating high-quality, verified leads 

• Teams working with light lead sources or referrals 

This feature ensures your solar sales process stays agile, responsive, and personalized. 

Choose What Fits Your Workflow 

 Pro Tip for Solar EPCs: 

Use custom lead sources like “Facebook Ads”, “Walk-in”, “Referral - Installer”, or even “Dark” / “Light” (if you track lead transparency). Eclipse360 lets you tailor sources to match your sales language. 

Final Word 

With Eclipse360, getting leads into your system isn’t just easy—it’s strategic. Whether you’re uploading in bulk or adding a single contact manually, every lead starts with clarity and ends with conversion. 

Ready to streamline your solar sales funnel and experience the future of solar CRM? 
👉 Sign Up and start importing or adding leads today with Eclipse360