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Sales/ Customers/

Key Contact

Account owner & primary contactMessage →

People

Primary contacts at this accountView All →
NameRoleEmailPhone

Open Deals

In PipelineDeal Workspace →
Deal NameStageValue (AUD)Close Date

Linked Records

Quotes, Orders & Projects linked to this accountView All →

Order History

Past confirmed orders from this accountView All →

Activity & Audit Trail

Recent activity and changes to this accountView Full History →
Activity
Audit Trail
The customer record is read-only here except for the account team. Every quote, order, deal-stage move and contact edit is recorded against the customer with the user and timestamp (audit trail). The CRM links to the Order rather than carrying it.
Gate: Signed quote required to advance to Won. Advancing this deal to Won is gated and requires a signed quote attached. This is a server-side rule, not a soft block. After Won, the Order then runs the credit and stock gates in the Order flow.

Contact

Account Standing

Linked Records

Next Action

Next Action
Follow up on quote - confirm volume tiers
Owner
Oscar Johnson
Due Date
This action will appear in your My Activities list and reminders.

Activity & Audit Trail

View All Activity →
When a deal is Won, it hands off to the Order flow and, for a kit job, to a delivery Project. The CRM links to the Order rather than carrying it.

Contact details

The customer record
Gold Support membership

People

People at this company
NameTypePhone

Notes

Add Note

History

Orders, quotes, support and returns for this customer
From the order book
Cases raised by this customer
Returns raised by this customer
Firmware/software downloaded from the storefront
Not yet complete or cancelled
Enquiries raised against this customerOpen linked leads in Sales
Email conversations with this customer

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From Xero, for support lookups
Not checked yet - click Check Xero to look up this customer's credit notes.
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Archived installation photos, work notes and documents.
Signed Gold Support agreements

Addresses

Shipping and billing addresses on file