D-00905 · Dealer Referral
Matthew Morris – Commercial – 250616
Matthew Morris
· Broome WA 6725 · Install: Yes
Lost $3,749
Pipeline stage
Dealer referralOutcome and reason recorded
Lost reason: Other
Solar Whiz Commercial — property details
every answer kept- Company name
- Northside Logistics
- Building size
- 3733 m²
- Storeys
- 3
- Open / segmented
- Open
- Building purpose
- Warehouse
- Roof pitch
- 3°
- Roof material
- Metal deck
- Insulation
- None
- Thermostat required
- Yes
- Night kit required
- Yes
- Domestic-unit quantity
- 2
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
- 423 days
- Lead source
- Other
- Quote value
- $3,749.00
- 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 → 06-16
Commercial enquiry