D-00005 · Direct
Caller (Rowville) – Residential – C07
Caller (Rowville)
· Rowville VIC 3178 · Install: Unknown
New Enquiry $0
Pipeline stage
Direct salesRecord created, acknowledgement sent, owner assigned
Solar Whiz Residential — property details
every answer keptNo property answers captured yet — a qualification task covers this.
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
- Today
- Stage since
- 5 days
- Lead source
- Phone
- Review
- Not due
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 → 08-22
Confirm install requirement
08-22
Capture email + roof details
Missing: email, roof material, pitch, storeys.
08-22
Inbound call — details incomplete
Took a quick call; no email, roof details unknown.