Spartan Leads

Turn Every Lead Into an Opportunity

The Spartan Leads app empowers sales professionals and managers to organize, manage, and convert leads before they become projects in Optimus.

Built specifically for Spartan Solar’s door-to-door and call center sales teams, Spartan Leads gives reps a dedicated workspace to work leads, manage follow-ups, communicate with customers, and stay focused on turning opportunities into wins.

KEY CAPABILITIES

• Lead management and organization
• Real-time lead status and lifecycle tracking
• Customer calling, texting, and email tools
• Lead search, filtering, and sorting
• Follow-up scheduling, reminders, and notifications
• Lead source, age, territory, and status visibility
• Notes and lead activity tracking
• Lead performance and conversion analytics
• Manager-controlled lead assignment and reassignment
• Lead monitoring and team performance visibility
• Won/Lost lead management
• Automatic conversion of Won leads into Optimus projects

Stay on top of every opportunity, keep your leads organized, and never lose track of the next follow-up. From the first contact to the final decision, Spartan Leads gives sales teams the tools they need to work leads efficiently and convert more opportunities.

When a lead is won, Spartan Leads seamlessly transitions it into an Optimus project, creating a connected workflow from lead generation to project management.

Built specifically for Spartan Solar sales teams to maximize lead productivity, improve follow-up, and turn more opportunities into projects.