Customer Details

Customer Records

OC

Oliver Chen

Job

CUS-1027 · Active

oliver.chen@example.com · 0400 000 127

Next action

No next action scheduled

No active follow-up task is associated with this customer.

Who they are

Lead owner

Lead sourceExisting customer referral

Customer typeResidential

PropertyOwner

The sale

System interest10 kWh battery retrofit

DepositPaid · $4,500.00

StageNo open pipeline stage

The property

RetailerNot recorded

NMINot recorded

Quarterly billNot recorded

Last contactToday

Touchpoints5

UploadsOutstanding

QuotesNo quotes yet · view →

Lead progress

Loading pipeline stages…

More details

Preferred contactAny method

Home / installation address31 Placeholder Crescent, Clyde North VIC 3978

Ideal conversation windowNot recorded

Secondary / postal addressNo secondary address

Property ownerOliver Chen

Property managerNot recorded

Electricity accountOliver Chen

Internal notes2

Average time between touchpoints30 min