D-00609 · Dealer Referral
James Williams – Residential – 250926
James Williams
· Geelong VIC 3220 · Install: Yes
Lost $1,349
Pipeline stage
Dealer referralOutcome and reason recorded
Lost reason: No response
Solar Whiz Residential — property details
every answer kept- Area / dimensions
- 188 m²
- Roof material
- Colorbond
- Roof pitch
- 19°
- Sarking / sisalation
- No
- Ceiling type
- Raked
- Storeys
- 1
- Replacement air
- Eave vents
- Thermostat required
- Yes
- Night kit required
- No
- Bushfire-rated
- No
- Main heat source
- Split system
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
- 315 days
- Lead source
- Quote value
- $1,349.00
- 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 → 09-26
Residential enquiry