D-00953 · Dealer Referral
Andrew Edwards – Lights – 260702
Andrew Edwards
· Werribee VIC 3030 · Install: Yes
Won $1,099
Pipeline stage
Dealer referralOutcome recorded
Solar Whiz Lights — property details
every answer kept- Room
- Living
- Room size
- 17 m²
- Storeys
- 2
- Roof material
- Colorbond
- Light shape
- Square
- Dimmer required
- No
- Night kit required
- Yes
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
- 51 days
- Lead source
- Other
- Quote value
- $1,099.00
- Review
- Closed-no review
Dealer
- Assigned
- Prime Ventilation
- Outcome
- Won
- Last update
- 48 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-10391
- Status
- Paid
- Amount
- $1,099.00
- Paid
- $1,099.00
- Balance
- $0.00
The ledger stays in Xero. The CRM only reflects it — it never becomes the accounting master.
Deal timeline
Full record → 07-04
Follow-up call
07-02
Lights enquiry