Quote Sent $649
Pipeline stage
Direct salesQuote number, date, value and version recorded; follow-up scheduled
Solar Whiz Lights — property details
every answer kept- Room
- Bathroom
- Room size
- 19 m²
- Storeys
- 2
- Roof material
- Tile
- Light shape
- Circle
- Dimmer required
- No
- Night kit required
- 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
Deal
- Owner
- Kate Wilson
- Follow-up
- In 12 days
- Stage since
- 125 days
- Lead source
- Quote form
- Quote value
- $649.00
- 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 → 04-26
SMS reply
04-17
Lights enquiry