D-00697 · Dealer Referral
Michael Smith – Lights – 251116
Michael Smith
· Toowoomba QLD 4350 · Install: Yes
Lost $1,099
Pipeline stage
Dealer referralOutcome and reason recorded
Lost reason: Price
Solar Whiz Lights — property details
every answer kept- Room
- Kitchen
- Room size
- 24 m²
- Storeys
- 1
- Roof material
- Tile
- Light shape
- Circle
- 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
- 276 days
- Lead source
- Dealer-generated
- Quote value
- $1,099.00
- 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 → 11-16
Lights enquiry