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Sales/ Customers/ Whitaker Marine

Whitaker Marine

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

People

People at this company
NameTypeEmailPhone

Custom pricing

This contact only - beats their tier

Notes

Add Note

Open quotes

Not yet complete or cancelled

Order History

From the order book

Gold Support

Annual priority-support membershipManage →