Create a lead manually

A new lead enters Reonic as a Request. From there, you'll convert it to an Offer once you've discussed the project with the customer. This article walks you through creating the Request on desktop or in the Mobile App.

Who this is for

• Account managers and installer admins capturing leads from inside the Portal.
• Field workers on the Mobile App. You can create a Request from a phone or tablet during a site visit.

Before you start

• Confirm your role is Editor or higher. Viewers cannot create Requests.
• Have the customer's first name, last name, email, and address ready. Phone is optional.
• If you only have a postcode, the address can still be pinned on the map. See Pin the location manually below.

Create a Request from the Portal

1. Click Requests in the Residential section of the left navigation.
2. Click + New request in the top right corner.
3. The Create new request modal opens.
4. Enter the customer's first name, last name, and email address.
5. Enter the customer's address: street, number, postcode, city. The map pins automatically as you type.
6. (Optional) add a phone number and a phone reachability preference, for example Morning or Fulltime.
7. (Optional) give the request a name.
8. Click Save. The Request opens on its Basics screen.

Pro tip: Once the Request is open, fill in the optional fields (requested solar size, requested storage size, customer message) on the Basics tab. They aren't on the create form, so capture them after save.

Create a Request from the Mobile App

If you're on a site visit, you can create a Request from your phone or tablet without opening the desktop Portal.

1. Open the Reonic Mobile App and go to Projects.
2. Tap the + button in the bottom-right corner.
3. Pick Request at the top of the screen. If you don't see Request as an option, your role doesn't include Request creation. Ask your admin.
4. Fill in the customer's first name, last name, email, and address. First name, last name, email, and address are required; phone is optional.
5. Pin the location on the map. The pin is required, so always confirm it before saving.
6. Tap Save.

Note: The customer is not automatically notified when you create a Request. A welcome email may fire based on your company's notification settings. Ask your admin if you're not sure.

Pin the location manually

Sometimes the address doesn't geocode cleanly: a rural property, a new development, a postcode-only entry. In those cases, pin the location by hand.

1. In the Create new request modal, click on the map.
2. Drag the pin to the correct spot. The latitude and longitude update as you drag.
3. Save the Request. The pin's location, not the typed address, is what Reonic uses for planning.

Create a Request without a complete address

If you don't yet have the full address (only a city, a rough location, or a postcode), you can still create the Request:

1. Enter the parts you have (city and postcode at minimum) in the address fields.
2. Pin the approximate location on the map. You can refine it later from the Request's Basics tab.
3. Save.

Create a Request without an email address

Email is required on the create form. If the customer hasn't given you one yet, use a placeholder address you control (for example, your sales mailbox) and update it later from the Request's Basics tab once the customer shares their real email.

Reuse an existing Contact

If the customer already exists in your Contacts list, use the contact search to pick the existing Contact rather than typing them in again. Pick the Contact yourself from the search so you keep repeat customers on one record.

1. In the Create new request modal, use the contact search field at the top.
2. Pick the matching Contact. The form pre-fills with their data.
3. Adjust whatever's outdated and save.

This is how you handle a repeat customer or a second property at the same address.

Convert a Request to an Offer

Once you've talked to the customer and you're ready to send pricing, convert the Request into an Offer.

1. Open the customer's Contact in the Contacts list (the easiest path).
2. From the Contact's row, click + Create residential offer.
3. The new Offer opens with the Contact's data pre-filled.

Note: Create the Offer from the customer's Contact and Reonic links the Request and Offer automatically. A Converted to offer tag appears on the Request's Kanban card.

Archive a duplicate Request

If you accidentally created a duplicate Request, archive it from the Request's Kanban view:

1. Open Requests in the navigation.
2. Find the duplicate row.
3. Drag the card to the Archived column, or open the Request and click Archive in the actions menu.

The archived Request stays in your data for your records but disappears from active views.

Things to know

• Requests and Offers are different stages. A Request captures the lead. An Offer carries the quote. You always create a Request first, then convert it to an Offer when you have pricing.
• Lead source isn't on the create form. Once you save the Request, you can assign a lead source from its Basics tab. Useful for tracking where your leads come from.
• Bulk import is a separate flow. If you're migrating leads from another CRM, look for Import leads in the top-right of the Requests list. It opens a CSV upload modal. (See Excel import Leads for the bulk path.)
• You can fill the create form in any order. Fields are checked when you save, so complete them however suits you and save when you're ready.
• Edits to a Contact you imported trigger a confirmation prompt: "Are you sure you want to update the contact details?" Confirm to save your change. This helps you avoid overwriting imported contact details by accident.

Answers to common questions

• What's the difference between a Request and an Offer in Reonic? A Request captures the lead. An Offer is the pricing quote. You convert the Request to an Offer once you're ready to send pricing. See Convert a Request to an Offer.
• How do I create a Request when the address isn't fully known? Pin the location on the map and fill in what you have. Refine later. See Create a Request without a complete address.
• How do I create a contact without an email address? Use a placeholder email you control, then update later. See Create a Request without an email address.
• How do I adjust the location on the map? Click and drag the pin. See Pin the location manually.
• How do I archive a duplicate lead? Drag the Kanban card to Archived or use the Request's actions menu. See Archive a duplicate Request.
• How do I convert a Request to an Offer? Create the Offer from the customer's Contact. Reonic links them automatically. See Convert a Request to an Offer.

Related

• Excel import leads (bulk import path)
• Lead characteristics overview (what a Request carries)

Need help?

• Step-by-step questions about this flow: contact your Reonic account manager.
• Feature requests or something missing: drop a note to your account manager.
• Bug reports: include a screenshot and the URL where it happened in your support email.

Last updated on August 4, 2026