D-00719 · Dealer Referral
Sam Adams – Commercial – 251221
Sam Adams
· Brisbane QLD 4000 · Install: Yes
Lost $13,646
Pipeline stage
Dealer referralOutcome and reason recorded
Lost reason: Dealer/service issue
Solar Whiz Commercial — property details
every answer kept- Company name
- Apex Manufacturing
- Building size
- 3348 m²
- Storeys
- 2
- Open / segmented
- Segmented
- Building purpose
- School
- Roof pitch
- 15°
- Roof material
- Colorbond
- Insulation
- Anticon blanket
- Thermostat required
- Yes
- Night kit required
- No
- Domestic-unit quantity
- 6
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
- 229 days
- Lead source
- Price check
- Quote value
- $13,646.00
- Review
- Not due
Dealer
- Assigned
- CoolAir Distributors
- 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 → 12-21
Commercial enquiry