D-00882 · Dealer Referral
Chris White – Commercial – 260108
Chris White
· Moorabbin VIC 3189 · Install: Yes
Lost $7,048
Pipeline stage
Dealer referralOutcome and reason recorded
Lost reason: Dealer/service issue
Solar Whiz Commercial — property details
every answer kept- Company name
- Northside Logistics
- Building size
- 727 m²
- Storeys
- 2
- Open / segmented
- Segmented
- Building purpose
- School
- Roof pitch
- 18°
- Roof material
- Trimdek
- Insulation
- None
- Thermostat required
- Yes
- Night kit required
- Yes
- Domestic-unit quantity
- 5
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
- 216 days
- Lead source
- Quote form
- Quote value
- $7,048.00
- Review
- Not due
Dealer
- Assigned
- Outback Cooling
- 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 → 01-13
Follow-up call
01-08
Commercial enquiry