D-01029 · Dealer Referral
Sarah Nelson – Commercial – 260104
Sarah Nelson
· Penrith NSW 2750 · Install: Yes
Won $10,347
Pipeline stage
Dealer referralOutcome recorded
Solar Whiz Commercial — property details
every answer kept- Company name
- Apex Manufacturing
- Building size
- 3839 m²
- Storeys
- 1
- Open / segmented
- Open
- Building purpose
- Warehouse
- Roof pitch
- 11°
- Roof material
- Colorbond
- Insulation
- Bulk batts
- Thermostat required
- Yes
- Night kit required
- No
- Domestic-unit quantity
- 6
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
- 234 days
- Lead source
- Price check
- Quote value
- $10,347.00
- Review
- Not due
Dealer
- Assigned
- Skylight & Lights Direct
- Outcome
- Won
- Last update
- 232 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-10429
- Status
- Paid
- Amount
- $10,347.00
- Paid
- $10,347.00
- Balance
- $0.00
The ledger stays in Xero. The CRM only reflects it — it never becomes the accounting master.
Deal timeline
Full record → 01-07
File note
01-04
Commercial enquiry