Pipeline - ArcSolar Docs

Open Customers → Pipeline. Filter by the relevant owner, then open a card to review the customer before changing its stage.

Update a stage

Use the stage control or board action, complete any required information and confirm the change. Leave the reason and create an owned next task.

Stage	What it tells the team
New	Enquiry received
Contacted	Contact made
Information requested	Waiting for customer information
Site Assessed	Site information reviewed
Quoted	Offer issued
Follow-up	Decision or further conversation pending
Won	Sale outcome recorded
Lost / Disqualified	Work will not proceed; record why

Move a customer forward when the record supports it. Check acceptance and commercial evidence before recording a win.

Understand the handoff

Sales stages are separate from Lead, Opportunity, Deal and Job lifecycle context. Installation, compliance and payment each keep their own status. For Meta-connected leads, only supported transitions send qualification feedback. See Meta lead sync.