Quote Accepted $649
Pipeline stage
Direct salesAcceptance date recorded; payment due
Solar Whiz Lights — property details
every answer kept- Room
- Living
- Room size
- 10 m²
- Storeys
- 1
- Roof material
- Tile
- Light shape
- Square
- 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
- Adrian Cole
- Follow-up
- In 12 days
- Stage since
- 522 days
- Lead source
- Contact 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 → 03-21
Follow-up call
03-15
Lights enquiry