D-00020 · Dealer Referral
Michael Smith – Subfloor – 251220
Michael Smith
· Whyalla SA 5600 · Install: Yes
Won $1,649
Pipeline stage
Dealer referralOutcome recorded
Subfloor Ventilation — property details
every answer kept- Subfloor dimensions
- 156 m²
- Presenting issues
- Mould
- Replacement air
- None
- Vent count
- 7
- Partitions present
- Yes
- Existing ducted system
- Existing partial
- Slope
- Sloped
- 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
- 243 days
- Lead source
- Dealer-generated
- Quote value
- $1,649.00
- Review
- Requested
Dealer
- Assigned
- EcoRoof Systems
- Outcome
- Won
- Last update
- 239 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
- Invoice
- INV-10006
- Status
- Part paid
- Amount
- $1,649.00
- Paid
- $824.50
- Balance
- $824.50
The ledger stays in Xero. The CRM only reflects it — it never becomes the accounting master.
Deal timeline
Full record → 12-22
File note
12-20
Subfloor enquiry