D-00923 · Dealer Referral
Kate Jones – Subfloor – 260710
Kate Jones
· Rockhampton QLD 4700 · Install: Yes
Won $1,649
Pipeline stage
Dealer referralOutcome recorded
Subfloor Ventilation — property details
every answer kept- Subfloor dimensions
- 68 m²
- Presenting issues
- Condensation
- Replacement air
- Vents
- Vent count
- 5
- Partitions present
- No
- Existing ducted system
- No
- Slope
- Flat
- Storage use
- Yes
- 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
- Adrian Cole
- Follow-up
- —
- Stage since
- 47 days
- Lead source
- Quote form
- Quote value
- $1,649.00
- Review
- Not due
Dealer
- Assigned
- Ranges Solar
- Outcome
- Won
- Last update
- 45 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-10375
- 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 → 07-19
File note
07-10
Subfloor enquiry