D-00668 · Dealer Referral
Grace Thompson – Lights – 250423
Grace Thompson
· Ballarat VIC 3350 · Install: Yes
Lost $1,099
Pipeline stage
Dealer referralOutcome and reason recorded
Lost reason: Other
Solar Whiz Lights — property details
every answer kept- Room
- Kitchen
- Room size
- 6 m²
- Storeys
- 2
- Roof material
- Colorbond
- Light shape
- Rectangle
- Dimmer required
- Yes
- Night kit required
- 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
- Adrian Cole
- Follow-up
- —
- Stage since
- 483 days
- Lead source
- Contact form
- Quote value
- $1,099.00
- Review
- Not due
Dealer
- Assigned
- Horizon Solar
- 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 → 05-01
SMS reply
04-23
Lights enquiry