Fulcrum Energy — Pipeline

Advisory Energy

Intake link Guide Expenses My tasks Users Account

Overview

Screen & intake

Product & pricing

Money

Documents

Expenses

Notes & tasks

New Fulcrum Energy deal

Deal type

Source

Contact name

Business name

Email

Phone

Site address

City

State

ZIP

Segment

Referred by (electrician / dealer)

Utility

Rate plan (as printed)

Brought in by

Who sourced the deal. Pick "Outside referral" when it came through an electrician or dealer named above.

Owners (who works the deal)

Import Fulcrum Energy leads (CSV)

Columns recognised (any order, case-insensitive): name/contact, company/business, email, phone, address, city, state, zip, utility, rate, segment, deal_type, referred_by, notes. Rows with an email already on an active deal are skipped.

Referred by (applied to every row without one)

CSV file

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