D-00065 · Dealer Referral
Peter Clark – Lights – 251014
Peter Clark
· Bendigo VIC 3550 · Install: Yes
Won $1,099
Pipeline stage
Dealer referralOutcome recorded
Solar Whiz Lights — property details
every answer kept- Room
- Living
- Room size
- 30 m²
- Storeys
- 2
- Roof material
- Colorbond
- Light shape
- Square
- Dimmer required
- No
- 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
- 309 days
- Lead source
- Dealer-generated
- Quote value
- $1,099.00
- Review
- Closed-no review
Dealer
- Assigned
- Horizon Solar
- Outcome
- Won
- Last update
- 302 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-10023
- Status
- Part paid
- Amount
- $1,099.00
- Paid
- $549.50
- Balance
- $549.50
The ledger stays in Xero. The CRM only reflects it — it never becomes the accounting master.
Deal timeline
Full record → 10-15
Sent info
10-14
Lights enquiry