D-00002 · Dealer Referral
Trevor Nolan – Subfloor – referral
Trevor Nolan
· Castlemaine VIC 3450 · Install: Yes
Referred to Dealer $1,499
Pipeline stage
Dealer referralDealer and customer both notified; referral date recorded
Subfloor Ventilation — property details
every answer kept- Subfloor dimensions
- 150 m²
- Presenting issues
- Condensation
- Replacement air
- None
- Vent count
- 3
- Partitions present
- Yes
- Existing ducted system
- No
- Slope
- Flat
- Storage use
- Yes
- Terrace house
- No
Each product range asks a completely different set of questions — and every answer lives on the deal, never flattened into a notes field.
Quotes
No quote yet.
Deal
- Owner
- Kate Wilson
- Follow-up
- —
- Stage since
- 10 days
- Lead source
- Quote form
- Review
- Not due
Dealer
- Assigned
- Regional Ventilation Co
- Outcome
- Awaiting quote
- Last update
- none yet
The dealer updates status from their own portal — the moment they do, this record moves and their stats recalculate.
Accounting read-only · Xero
No invoice yet — raised on acceptance.
The ledger stays in Xero. The CRM only reflects it — it never becomes the accounting master.
Deal timeline
Full record → 08-17
Referred to Regional Ventilation Co