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Lead capture & assignment portal for sales teams

A lead intake portal is where prospects inquire through a public form, a sales manager qualifies each lead and assigns it to a rep, and each rep sees only the leads assigned to them.

Pattern: Requests

Describe it to Pory

“We install commercial solar. Businesses inquire through a public form, our sales manager qualifies each lead and hands it to a rep, and reps only see their own leads.”

Viewing as

Get a quote

Capture → qualify → assign

Capture leads from a public form

What happens after you inquire

Someone from our sales team calls you within one business day to ask about your building, your roof and how much electricity you use. If solar suits your site, we book a free roof survey and send a fixed price within ten business days of it.

Have on hand

Your last 12 months of electricity bills, or interval meter data if your utility provides it.

Your roof

Whether you own the building or lease it. If you lease, we need your landlord's consent before we survey.

Where we work

Businesses, schools and public buildings across New Jersey.

Powered by Pory

In plain English

How Pory sets it up

Pory gives every sales manager and sales rep a sign-in of their own. It covers capture → qualify → assign. Leads, site surveys, proposals and sales team live in Pory's own database, so there's no spreadsheet to keep in sync.

What it does

01

Inquiries land as leads, not as forwarded website emails

Inquiries used to arrive in a shared inbox, where the speed of the reply depended on who happened to look first. In Pory a prospect fills in a public form with their company, name, project type, site and a message, no account needed, and it lands as a New lead. Nothing sits unread in info@ over a long weekend.

Public pages & formsDone by: Sales manager
02

Managers qualify each lead and name the rep who owns it

Hand-offs used to happen in the Monday meeting, so a Tuesday inquiry waited six days for a call back. The sales manager sees every lead on a board by stage, qualifies it, and assigns it to a rep, where it lands on that rep's own list. No lead is owned by "someone" anymore.

Assign to a personDone by: Sales manager
03

Each rep opens a list of their own leads and nobody else's

Reps used to work from one shared spreadsheet, filter it to their initials, and now and then call a colleague's prospect by mistake. In Pory a rep signs in and sees only the leads assigned to them, with the contact, project and stage on each, plus their own surveys and proposals. They move their own deals along without tripping over anyone else's.

Who sees which recordsDone by: Sales rep
04

Live lead counts by stage greet the sales manager on Home

Getting a feel for the pipeline meant asking each rep for their numbers before Friday's meeting. The sales manager's Home page counts every lead, and how many are New and how many Qualified, live as reps move them along. Each lead carries its estimated value on the record, so a deal's size is one click away.

Counts, totals & averagesDone by: Sales manager

Who sees what in a lead intake portal

Every person signs in to their own view. This is what each role in the demo gets.

Sales manager

Sees every lead in the portal.

Pages
Home, Leads, Site surveys, Proposals, Sales team

Sales rep

Sees the leads assigned to them.

Pages
Home, Assigned to me, Site surveys, Proposals, Sales playbook

What’s in the lead intake portal template

The tables and fields Pory sets up for this portal. Describe your own version and change any of them in the editor.

Leads

  • Company (text)
  • Contact name (text)
  • Project (choice: Rooftop solar, Solar carport, Battery storage, Rooftop + battery)
  • Site address (text)
  • Message (long text)
  • Stage (choice: New, Qualified, Site survey, Proposal, Won, Lost)
  • Rep (link)
  • Estimated value ($) (number)
  • Source (choice: Website, Referral, Trade show, Phone)
  • Received (date)
  • Next step (text)
  • Next step by (date)

Site surveys

  • Survey (text)
  • Lead (link)
  • Date (date)
  • Surveyor (text)
  • Rep (link)
  • Status (choice: Booked, Done, Report written)
  • What to check (long text)

Proposals

  • Proposal (text)
  • Lead (link)
  • Price ($) (number)
  • Sent (date)
  • Price valid until (date)
  • Rep (link)
  • Status (choice: Waiting for approval, Sent, Accepted, Declined)
  • Notes (long text)

Sales team

  • Name (text)
  • Role (text)
  • Territory (choice: North, South, Schools & public sector, All regions)
  • Email (text)

The parts behind this portal

Each one reads and writes the same records, so a form, its approval and the status page someone checks are one system. How Pory builds a portal

Collect

1 part

  • Public pages

    An application page, a notice board, an open directory: pages and forms anyone can use without signing in, on your domain.

Decide

1 part

  • Assign to a person

    Name who a record is for and it lands on their list, and nobody else's.

Share

1 part

  • Counts, totals & averages

    Live figures over the records a viewer is allowed to see.

Control

3 parts

  • Who sees which records

    Each person sees their own records, the ones assigned to them, or the ones they manage. Fields can be hidden per role. Pory sets this up from your description, and you can adjust it in the editor.

  • Passwordless sign-in

    A sign-in link by email, by default. Password sign-in if you'd rather.

  • Your brand

    Your domain, your colors, your logo. Members see you.

Frequently asked questions

The public pages: Get a quote. Anything about a particular person stays behind their sign-in.

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Build your lead intake portal with Pory

Describe who signs in and what each person needs, and Pory builds it. Join the waitlist while signups open; paid plans are a flat price with unlimited reps.

See pricing · How Pory builds a portal