D-00617 · Dealer Referral
Sophie Walker – Residential – 260709
Sophie Walker
· Newcastle NSW 2300 · Install: Yes
Lost $1,349
Pipeline stage
Dealer referralOutcome and reason recorded
Lost reason: Other
Solar Whiz Residential — property details
every answer kept- Area / dimensions
- 298 m²
- Roof material
- Concrete tile
- Roof pitch
- 29°
- Sarking / sisalation
- Yes
- Ceiling type
- Plasterboard
- Storeys
- 1
- Replacement air
- Eave vents
- Thermostat required
- Yes
- Night kit required
- No
- Bushfire-rated
- Yes (BAL-29)
- 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
- Arne Hachmann
- Follow-up
- —
- Stage since
- 29 days
- Lead source
- Phone
- Quote value
- $1,349.00
- Review
- Not due
Dealer
- Assigned
- Bayside Roofing
- 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 → 07-11
Follow-up call
07-09
Residential enquiry