D-00741 · Dealer Referral
Josh Carter – Subfloor – 250620
Josh Carter
· Newcastle NSW 2300 · Install: Yes
Won $1,649
Pipeline stage
Dealer referralOutcome recorded
Subfloor Ventilation — property details
every answer kept- Subfloor dimensions
- 85 m²
- Presenting issues
- Mould, Musty smell
- Replacement air
- None
- Vent count
- 5
- Partitions present
- No
- Existing ducted system
- No
- Slope
- Flat
- Storage use
- No
- Terrace house
- No
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
- 419 days
- Lead source
- Quote value
- $1,649.00
- Review
- Received
Dealer
- Assigned
- Coastal Breeze Vents
- Outcome
- Won
- Last update
- 414 days ago
The dealer updates status from their own portal — the moment they do, this record moves and their stats recalculate.
Accounting read-only · Xero
- Invoice
- INV-10296
- Status
- Paid
- Amount
- $1,649.00
- Paid
- $1,649.00
- Balance
- $0.00
The ledger stays in Xero. The CRM only reflects it — it never becomes the accounting master.
Deal timeline
Full record → 06-21
Follow-up call
06-20
Subfloor enquiry