D-00003 · Dealer Referral
Priya Sharma – Lights – C05
Priya Sharma
· Geelong VIC 3220 · Install: Yes
Won $849
Pipeline stage
Dealer referralOutcome recorded
Solar Whiz Lights — property details
every answer kept- Room
- Kitchen
- Room size
- 19 m²
- Storeys
- 2
- Roof material
- Colorbond
- Light shape
- Circle
- Dimmer required
- Yes
- Night kit required
- Yes
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
- 70 days
- Lead source
- Quote form
- Review
- Received
Dealer
- Assigned
- Skylight & Lights Direct
- Outcome
- Won
- Last update
- 30 days ago
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 → 08-07
Review received ★★★★★
"Brilliant — the hallway is bright without a hole in the roof."
07-18
Dealer won the sale
07-03
Dealer quoted $849
06-20
Referred to Skylight & Lights Direct