DBRGreen Star Solar·greenstar·onboarding
Cold Lava DBR · v0.1

Pipeline stages

Pick the stages whose leads should enter the DBR. We'll only sync those — nothing else gets pulled from Bigin.

18 included · 0 excluded · 1,458 leads in DBR

Craig Daily Routine

5 stages
Daily Start
Open · 0 leads
Focus Sessions
Open · 0 leads
Check-in
Open · 0 leads
Wrap-Up
Closed Won · 0 leads
Execution
Closed Won · 0 leads

DBR

5 stages
Hot
Open · 0 leads
Already Installed - Date Given
Open · 0 leads
Call Booked
Open · 0 leads
Closed Lost
Closed Lost · 0 leads
Transferred to Main
Closed Won · 0 leads

GS Sales Pipeline

24 stages
New Lead (Compare Solar)
Open · 0 leads
Proposal - Sent
Open · 0 leads
UNABLE TO CONTACT
Open · 760 leads
Qualified/In Progress
Open · 0 leads
Future Lead
Open · 126 leads
Appointment Booked
Open · 0 leads
HOT LIST
Open · 0 leads
QUOTED BUT GHOSTED
Open · 68 leads
New Lead (Other Lead Sources)
Open · 0 leads
CALL BACK
Open · 0 leads
NOT INTERESTED IN SOLAR
Open · 141 leads
New Lead (Solar Sherpa)
Open · 0 leads
Urgent Chase/Action
Open · 0 leads
READY TO DROP
Open · 0 leads
OVERDUE PROPOSAL
Open · 0 leads
TODAYS CHECK INS
Open · 0 leads
Need To REBOOK
Open · 0 leads
Check IN After APPT
Open · 0 leads
New Lead (Leadtap/Google)
Open · 0 leads
WARM LIST
Open · 0 leads
COLD LIST
Open · 0 leads
Closed Won
Closed Won · 0 leads
Closed Lost
Closed Lost · 0 leads
INSTALL & HANDOVER COMPLETED
Closed Won · 0 leads

Jacob Sales Pipeline

15 stages
New Lead (Compare Solar)
Open · 24 leads
Proposal - Sent
Open · 33 leads
UNABLE TO CONTACT
Open · 106 leads
Qualified/In Progress
Open · 26 leads
Future Lead
Open · 16 leads
Appointment Booked
Open · 8 leads
HOT LIST
Open · 4 leads
New Lead (Other Lead Sources)
Open · 0 leads
Quick Quoted
Open · 8 leads
NOT INTERESTED IN SOLAR
Open · 29 leads
2026 FOLLOW UP NEEDED
Open · 101 leads
QUOTE READY TO SEND
Open · 6 leads
Closed Won
Closed Won · 0 leads
Closed Lost
Closed Lost · 0 leads
INSTALL & HANDOVER COMPLETED
Closed Won · 0 leads

Paul Sales Pipeline

14 stages
Proposal - Sent
Open · 0 leads
Qualified/In Progress
Open · 0 leads
Future Lead
Open · 0 leads
Appointment Booked
Open · 0 leads
HOT LIST
Open · 0 leads
QUOTED BUT GHOSTED
Open · 1 leads
NOT INTERESTED IN SOLAR
Open · 1 leads
Awaiting Quote
Open · 0 leads
Proposal Sent
Open · 0 leads
FUTURE DEAL
Open · 0 leads
READY TO DROP
Open · 0 leads
Closed Won
Closed Won · 0 leads
Closed Lost
Closed Lost · 0 leads
INSTALL & HANDOVER COMPLETED
Closed Won · 0 leads