D-01037 · Dealer Referral
Matthew Morris – Residential – 251220
Matthew Morris
· Toowoomba QLD 4350 · Install: Yes
Lost $1,349
Pipeline stage
Dealer referralOutcome and reason recorded
Lost reason: Unsuitable
Solar Whiz Residential — property details
every answer kept- Area / dimensions
- 162 m²
- Roof material
- Zincalume
- Roof pitch
- 32°
- Sarking / sisalation
- Yes
- Ceiling type
- Plasterboard
- Storeys
- 1
- Replacement air
- Ceiling vents
- Thermostat required
- Yes
- Night kit required
- No
- Bushfire-rated
- No
- Main heat source
- Wood
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
- Arne Hachmann
- Follow-up
- —
- Stage since
- 231 days
- Lead source
- Other
- Quote value
- $1,349.00
- Review
- Not due
Dealer
- Assigned
- Bayside Roofing
- Outcome
- Lost
- 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 → 12-29
Follow-up call
12-20
Residential enquiry