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Solar Glossary

What Is a Company Lead?

Any opportunity the employer or dealer supplies to a rep, from paid advertising, purchased lists, inbound calls, or an outside appointment-setting team, counts as a company lead. Because the company paid to acquire it, it carries different pay terms and assignment rules than a lead the rep found alone.

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Any opportunity the employer or dealer supplies to a rep, from paid advertising, purchased lists, inbound calls, or an outside appointment-setting team, counts as a company lead. Because the company paid to acquire it, it carries different pay terms and assignment rules than a lead the rep found alone.

Company Lead explained

Assignment methods vary: round-robin rotation, territory-based routing, performance-weighted distribution, or manager discretion. The CRM records the source and the assignment time, and plans usually attach follow-up standards such as contact within a set time, a minimum number of attempts, and rules for reassigning a lead that sits untouched. Because the company funded the lead, it also expects the rep to work it to a documented outcome, whether that is a booked visit, a disqualification, or a handback.

For managers, distribution is both a lever and a source of friction. Top closers expect the best opportunities, newer reps expect a fair share, and everyone watches the quality of what arrives. When leads come from a dedicated outside team, quality control moves upstream: written criteria, confirmed times, and a feedback loop for appointments that missed the standard.

Pitfalls include treating all company leads as interchangeable, though fresh exclusives, shared leads, and aged lists perform differently; recycling leads between reps without a rule, which breeds disputes; and judging reps on close rate without regard to the lead mix they were handed. A rep with weaker leads and a decent close rate may be outselling a rep with premium ones.

Why it matters when you're buying

How company leads are routed and tracked is where sales management either builds trust or loses it. Exclusive, double-confirmed appointments from VA Horizon typically enter the pipeline as company leads, so the routing rule and the source tag are worth writing down before the first sit is run.

Frequently Asked Questions

What is the difference between a company lead and a self-gen lead?
Source and cost. A company lead is supplied and paid for by the employer or dealer, while a self-gen lead is originated by the rep. Pay structures usually reflect that difference, with company leads carrying a larger company share of the deal.
How are company leads assigned to solar reps?
Common methods are rotation, territory routing, performance-weighted distribution, and manager discretion. Whatever the method, the rule should be written down and applied consistently, because uneven assignment is a frequent source of rep complaints and turnover. Many teams also set a time limit for first contact, after which an untouched lead is reassigned.
Who owns a company lead if the rep leaves?
Typically the company, because it funded the lead and holds it in its CRM. The lead is reassigned under company policy. Rules for contacts the rep personally developed are written into the compensation agreement, so check that document.

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