Internal Reference

Pipeline Stages Guide

NorCal Solar Repair

Pipeline Stages Reference

Use this guide to understand each stage, what it means, and when to move a job.

NorCal Solar Repair pipeline stages reference chart showing 8 workflow stages from inspection to closed/lost with team actions and color-coded progression indicators

Open GoHighLevel CRM

→ Manage jobs & pipeline

Keep the pipeline accurate

Update stages as soon as the status changes

When in doubt, ask!