D-00300 · Dealer Referral
Sarah Nelson – Lights – 250904
Sarah Nelson
· Penrith NSW 2750 · Install: Yes
Won $1,099
Pipeline stage
Dealer referralOutcome recorded
Solar Whiz Lights — property details
every answer kept- Room
- Bathroom
- Room size
- 16 m²
- Storeys
- 2
- Roof material
- Colorbond
- Light shape
- Square
- Dimmer required
- Yes
- 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
- 346 days
- Lead source
- Other
- Quote value
- $1,099.00
- Review
- Not due
Dealer
- Assigned
- Airflow Specialists
- Outcome
- Won
- Last update
- 339 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-10115
- Status
- Paid
- Amount
- $1,099.00
- Paid
- $1,099.00
- Balance
- $0.00
The ledger stays in Xero. The CRM only reflects it — it never becomes the accounting master.
Deal timeline
Full record → 09-04
Lights enquiry