D-00188 · Dealer Referral
Jessica Wright – Subfloor – 260716
Jessica Wright
· Newcastle NSW 2300 · Install: Yes
Lost $1,649
Pipeline stage
Dealer referralOutcome and reason recorded
Lost reason: Unsuitable
Subfloor Ventilation — property details
every answer kept- Subfloor dimensions
- 111 m²
- Presenting issues
- Mould, Musty smell
- Replacement air
- Vents
- Vent count
- 6
- Partitions present
- Yes
- Existing ducted system
- No
- Slope
- Sloped
- Storage use
- No
- Terrace house
- 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
- Adrian Cole
- Follow-up
- —
- Stage since
- 28 days
- Lead source
- Quote form
- Quote value
- $1,649.00
- Review
- Not due
Dealer
- Assigned
- Pacific Vent NZ
- Outcome
- Lost
- Last update
- none yet
The dealer updates status from their own portal — the moment they do, this record moves and their stats recalculate.
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 → 07-25
SMS reply
07-16
Subfloor enquiry