D-00527 · Dealer Referral
Sophie Walker – Commercial – 250911
Sophie Walker
· Toowoomba QLD 4350 · Install: Yes
Lost $10,347
Pipeline stage
Dealer referralOutcome and reason recorded
Lost reason: Other
Solar Whiz Commercial — property details
every answer kept- Company name
- Bright Futures P/S
- Building size
- 3339 m²
- Storeys
- 3
- Open / segmented
- Open
- Building purpose
- Church
- Roof pitch
- 9°
- Roof material
- Colorbond
- Insulation
- Bulk batts
- Thermostat required
- Yes
- Night kit required
- Yes
- Domestic-unit quantity
- 3
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
- 336 days
- Lead source
- Quote form
- Quote value
- $10,347.00
- Review
- Not due
Dealer
- Assigned
- Reliable Roof Vents
- Outcome
- Lost
- Last update
- none yet
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 → 09-11
Commercial enquiry