D-00326 · Dealer Referral
Peter Clark – Subfloor – 260730
Peter Clark
· Wollongong NSW 2500 · Install: Yes
Won $1,649
Pipeline stage
Dealer referralOutcome recorded
Subfloor Ventilation — property details
every answer kept- Subfloor dimensions
- 175 m²
- Presenting issues
- Mould, Musty smell
- Replacement air
- Vents
- Vent count
- 5
- Partitions present
- No
- Existing ducted system
- Existing partial
- Slope
- Flat
- 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
- 17 days
- Lead source
- Quote form
- Quote value
- $1,649.00
- Review
- Not due
Dealer
- Assigned
- Airflow Specialists
- Outcome
- Won
- Last update
- 12 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-10127
- Status
- Overdue
- Amount
- $1,649.00
- Paid
- $0.00
- Balance
- $1,649.00
The ledger stays in Xero. The CRM only reflects it — it never becomes the accounting master.
Deal timeline
Full record → 08-09
Follow-up call
07-30
Subfloor enquiry