D-00731 · Dealer Referral
Olivia Young – Commercial – 251209
Olivia Young
· Launceston TAS 7250 · Install: Yes
Lost $13,646
Pipeline stage
Dealer referralOutcome and reason recorded
Lost reason: Other
Solar Whiz Commercial — property details
every answer kept- Company name
- Coastline Sports Club
- Building size
- 2457 m²
- Storeys
- 2
- Open / segmented
- Open
- Building purpose
- Church
- Roof pitch
- 6°
- Roof material
- Trimdek
- Insulation
- None
- Thermostat required
- Yes
- Night kit required
- Yes
- Domestic-unit quantity
- 3
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
- 249 days
- Lead source
- Quote form
- Quote value
- $13,646.00
- Review
- Not due
Dealer
- Assigned
- Regional Ventilation Co
- 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 → 12-18
SMS reply
12-09
Commercial enquiry
