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title: SourceX Reporting Page
---

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## SOURCEX

## CALLER

 

CALLER STAGE DEFINITIONS:

No Answer: No Answer

Invalid Number: Inactive Number or Wrong Number

Spanish Needed: No English. Needs Spanish Speaker

Unqualified For Solar: Not Home Owner. Has Solar/No Electric Bill | Caller Notes

Not Interested: Not Interested In Solar | Caller Notes

Follow-Up: Is Open to Solar. Re-Call for Appointment  | Caller Notes & Follow-Up Date

Appt Scheduled: Scheduled an Appointment  | Caller Notes, Appt Date, Appt Time

## SOURCEX

## CLOSER

 

CLOSER STAGE DEFINITIONS:

Appt Scheduled: Appt Rescheduled. Add New Appt Date/Time | Closer Notes

Appt Scheduled: No Show Appt was a No Show/No Answer | Closer Notes

Appt Scheduled: Not Interested Appt was Not Interested | Closer Notes

Appt Scheduled: Unqualified For Solar Not Home Owner. Has Solar/No Electric Bill | Closer Notes

Appt Scheduled: Follow-Up Appt didn't happen. Open to follow-up | Closer Notes, Follow-Up Date

Pitched: Follow-Up Pitched & Can Follow-Up To Close  | Closer Notes, Follow-Up Date

Pitched: No Sale Pitched & Did Not Close | Closer Notes

Pitched: Sold Pitched & Closed | Closer Notes, Freedom Project ID

 

 

## SourceX Resource Center

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