Solar and storage: a shared inquiry workspace
A recent CRM screen showing inquiry queues, follow-up status and requests with quantities, with buyer details removed.
Operating record
What this example shows
Inquiry intake, status filtering, AI reply drafting and sales follow-up within the same workspace.
Source and measurement
Project-supplied CRM screenshot captured on 23 October 2026. The screen does not specify an overall reporting window.
Eight records are the visible workspace total, not eight new website customers. Sources may differ. Pending replies show work to do, not a performance result; no sales claim is made.
Evidence and observations
This screen documents how a solar and energy-storage business handles incoming inquiries. The case focuses on organizing and following up records, not attributing every record to SEO or the website.
The visible total is 8 records, including 4 requests with quantities. The reply queue shows 7 outstanding records. These are separate interface counts, not a conversion-rate calculation.
Account names, buyer companies, people, emails, domains and detailed project messages have been hidden in the published image. The original source is not available as a public download.
| Metric | Recorded value | Measurement window |
|---|---|---|
| Visible inquiry records | 8 | 2026-10-23 |
| Requests with quantities | 4 | 2026-10-23 |
| Outstanding reply queue | 7 | 2026-10-23 |
Source images
