D-00957 · Dealer Referral
Paul King – Lights – 251123
Paul King
· Warrnambool VIC 3280 · Install: Yes
Won $1,099
Pipeline stage
Dealer referralOutcome recorded
Solar Whiz Lights — property details
every answer kept- Room
- Stairwell
- Room size
- 6 m²
- Storeys
- 1
- Roof material
- Tile
- Light shape
- Rectangle
- Dimmer required
- Yes
- Night kit required
- 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
- 262 days
- Lead source
- Quote form
- Quote value
- $1,099.00
- Review
- Received
Dealer
- Assigned
- Ranges Solar
- Outcome
- Won
- Last update
- 256 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-10395
- 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 → 12-02
Follow-up call
11-23
Lights enquiry