Three roles
Owner (full control), Manager (whole team pipeline) and Salesperson (own leads only).
Team, roles & branches
Manage your solar sales team, branches and targets in one place
Add salespeople and managers, control which modules each person sees, set sales targets and manage multiple branches. Remove access instantly when someone leaves.
What is team, roles & branches in SolarSales?
SolarSales gives solar business owners full control of their sales team. Owners, managers and salespeople each get the right access, modules can be switched on or off per person, salespeople only see their own leads, and Business plans add sales targets, activity monitoring and multiple branches.
Available on: Roles on all plans · manager dashboard on Growth · branches, targets and activity monitoring on Business. Compare plans
Benefits
Why solar installers choose SolarSales for team, roles & branches
Per-person module access
Decide exactly which modules each person can open — e.g. no Analytics or Settings for salespeople.
Protect your customer data
Deactivate a departing salesperson instantly. Their leads stay with your company, not in their phone.
Sales targets
Set monthly targets per salesperson and track progress (Business).
Multiple branches
Run Lahore, Islamabad and Multan offices from one account with branch-level reports (Business).
Activity monitoring
See calls, visits and updates logged by each team member (Business).
How it works
How team, roles & branches works
- 01
Invite
Add team members by email in seconds.
- 02
Set access
Choose role and modules for each person.
- 03
Assign
Distribute leads by person or branch.
- 04
Review
Track activity, targets and conversion.
FAQ
Team, roles & branches: common questions
Can I control what my salespeople see?
Yes. The owner decides which modules each team member can access, and salespeople only see leads assigned to them.
What happens to leads when a salesperson leaves?
Deactivate their account and reassign their leads to someone else. All history stays in your company account.
Can I manage multiple branches?
Yes. The Business plan includes 3 branches with branch-level reports, and more branches are available as an add-on.
Related features & guides
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