Dealer Follow-up $1,649
Pipeline stage
Dealer referralDealer owns the quotation; GES monitors both sides
Subfloor Ventilation — property details
every answer kept- Subfloor dimensions
- 160 m²
- Presenting issues
- Mould
- Replacement air
- None
- Vent count
- 8
- 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
- Arne Hachmann
- Follow-up
- In 7 days
- Stage since
- today
- Lead source
- Price check
- Quote value
- $1,649.00
- Review
- Not due
Dealer
- Assigned
- Bayside Roofing
- Outcome
- Awaiting quote
- Last update
- today ago
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 → 08-24
Follow-up call
08-23
Subfloor enquiry