D-00289 · Dealer Referral
Isla Roberts – Lights – 250317
Isla Roberts
· Newcastle NSW 2300 · Install: Yes
Won $1,099
Pipeline stage
Dealer referralOutcome recorded
Solar Whiz Lights — property details
every answer kept- Room
- Kitchen
- Room size
- 7 m²
- Storeys
- 1
- 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
No quote yet.
Deal
- Owner
- Kate Wilson
- Follow-up
- —
- Stage since
- 525 days
- Lead source
- Quote form
- Quote value
- $1,099.00
- Review
- Received
Dealer
- Assigned
- Airflow Specialists
- Outcome
- Won
- Last update
- 522 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-10108
- 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 → 03-18
Follow-up call
03-17
Lights enquiry