Qualifying $649
Pipeline stage
Direct salesContact attempted; product, suitability and install need being confirmed
Solar Whiz Lights — property details
every answer kept- Room
- Bathroom
- Room size
- 14 m²
- Storeys
- 1
- Roof material
- Colorbond
- Light shape
- Rectangle
- 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
- Tomorrow
- Stage since
- 4 days
- Lead source
- Quote form
- 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 → 08-23
Quote request (second) — matched by email
Same email as an existing contact → second deal added, no duplicate created.