Purchased — Review Due $1,099
Pipeline stage
Dealer referralSale and installation confirmed; GES owns the review follow-up
Solar Whiz Lights — property details
every answer kept- Room
- Stairwell
- Room size
- 17 m²
- Storeys
- 2
- Roof material
- Tile
- Light shape
- Rectangle
- Dimmer required
- Yes
- 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
- Kate Wilson
- Follow-up
- In 20 days
- Stage since
- 501 days
- Lead source
- Dealer-generated
- Quote value
- $1,099.00
- Review
- Not due
Dealer
- Assigned
- Peninsula Ventilation
- Outcome
- Awaiting quote
- 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 → 04-05
Sent info
04-01
Lights enquiry