D-C02 · Dealer Referral
Sarah Donnelly – Residential – C02
Sarah Donnelly
· Bendigo VIC 3550 · Install: Yes
Referred to Dealer $1,320
Pipeline stage
Dealer referralDealer and customer both notified; referral date recorded
Solar Whiz Residential — property details
every answer kept- Area / dimensions
- 169 m²
- Roof material
- Terracotta tile
- Roof pitch
- 16°
- Sarking / sisalation
- Yes
- Ceiling type
- Cathedral
- Storeys
- 2
- Replacement air
- Eave vents
- Thermostat required
- Yes
- Night kit required
- No
- Bushfire-rated
- No
- Main heat source
- Ducted gas
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
- 12 days
- Lead source
- Quote form
- Review
- Not due
Dealer
- Assigned
- Regional Ventilation Co
- 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 → 08-23
Chase Regional Ventilation Co — no dealer contact reported
Customer confirmed no contact at day 6. Dealer unresponsive.
08-21
Day-6 check-in reply
Customer replied: NO — dealer has not been in touch.
08-15
Referred to Regional Ventilation Co
Dealer + customer both notified.
08-14
Residential quote request — install required