CRM's - Five Star Access

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Contact Owner

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Contact Information

Contact Owner

Contact Name

Company Name

Title

Department

Mobile

Date of Birth

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Lookup 1

Reports To

Reporting To

Description Information

Description

Jobs

Job Name	Stage	Amount
657 Old South Head Road Rose Bay	Closed Won	AU$ 0
657 Old South Head Road Rose Bay -B Class	Closed Won	AU$ 10300

Open Activities

Open Tasks 0

Open Meetings 0

Open Calls 0

Closed Activities

Closed Tasks 10

Closed Meetings 0

Closed Calls 17

FSS9738- Impero Comstructions Jul 09, 2020
Yousif Yousif
Closed Time: 2020-07-31T09:43:33+05:30
Status: Completed
Estimating Task Type: Final Reprice - Priority 1

FSS1227-Impero Aug 10, 2020
Yousif Yousif
Closed Time: 2020-08-10T07:54:40+05:30
Status: Completed
Estimating Task Type: Final Reprice - Priority 1

FSS1227- Impero Aug 13, 2020
Yousif Yousif
Closed Time: 2020-08-13T11:27:34+05:30
Status: Completed
Estimating Task Type: Final Reprice - Priority 1

FSS1886- Impero Oct 06, 2020
Randa Al-Rifai
Closed Time: 2020-10-06T09:44:29+05:30
Status: Completed
Estimating Task Type: Quote Secured Project - Priority 3

FSS1886- Impero Nov 04, 2020
Yousif Yousif
Closed Time: 2020-11-04T06:52:30+05:30
Status: Completed
Estimating Task Type: Quote Secured Project - Priority 3
Description: UPDATE THE QUOTE TO REFLECT THE B CLASS AS AN OPTION FOR 38 WEEKS AS OPPOSED TO BE INCLUDED

FSS1886- Impero Nov 06, 2020
Yousif Yousif
Closed Time: 2020-11-06T06:41:32+05:30
Status: Completed
Estimating Task Type: Quote Secured Project - Priority 3
Description: JUST READ AND SIGN THE SCOPE OF WORKS THAT I EMAILED ACROSS ON WEDNESDAY AFTERNOON

FSS2051- Impero Nov 24, 2020
Yousif Yousif
Closed Time: 2020-11-24T09:12:32+05:30
Status: Completed
Estimating Task Type: Final Reprice - Priority 1
Description: Yousif, please provide B Class cost only. We have already quoted the B Class for FSS1886. We have to be around 13k if possible

Book Discovery Meeting Nov 30, 2020
Theo Bardis
Closed Time: 2021-01-21T08:58:02+05:30
Status: Completed

Description: A builder has been appointed to this project. It's time to book in a discovery meeting!

Complete Sales Handover Checklist Dec 01, 2020
Theo Bardis
Closed Time: 2021-01-21T08:57:59+05:30
Status: Completed

Description: Please complete a Sales Handover Checklist for this order: https://fivestarscaffolding.sharepoint.com/:u:/g/ESh2_jr9NuNNrGu7ZetRApYBcSWu__otP1UTm5J4Ktu1Kw?e=M55Arq

Complete Sales Handover Checklist Jan 11, 2021
Theo Bardis
Closed Time: 2024-03-15 02:24:49PM
Status: Completed
Estimating Task Type: None
Description: Please complete a Sales Handover Checklist for this order: https://fivestarscaffolding.sharepoint.com/:u:/g/ESh2_jr9NuNNrGu7ZetRApYBcSWu__otP1UTm5J4Ktu1Kw?e=M55Arq

Call with Andrew Thomas cancelled Edit Delete
Feb 15, 2021 02:30 AM
Theo Bardis
Contact Name:
Status: Cancelled
Descriptions:

Outgoing call to Andrew Thomas Edit Delete
Feb 04, 2021 08:56 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Called Andrew and left voicemail

Outgoing call to Andrew Thomas Edit Delete
Jan 21, 2021 08:56 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Scaff to be required late April. Package to be sent out mid Feb

Call with Andrew Thomas cancelled Edit Delete
Nov 26, 2020 02:30 AM
Theo Bardis
Contact Name:
Status: Cancelled
Descriptions:

Outgoing call to Andrew Thomas Edit Delete
Nov 25, 2020 03:56 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: requested if we can provide a B Class next week. We have sent him a quote. Scaff will not be let until Jan 21.

Follow Up Edit Delete
Nov 09, 2020 02:30 AM
Theo Bardis
Contact Name:
Status: Cancelled
Descriptions:

Outgoing call to Andrew Thomas Edit Delete
Nov 04, 2020 04:06 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Quote to be updated an re sent. Job to be awarded in JAnuary 2021

Follow Up Edit Delete
Oct 08, 2020 04:30 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Quotation received. Has not looked at it yet. Touch base in a couple of weeks

Follow Up - Negotiation Edit Delete
Aug 28, 2020 03:30 AM
Theo Bardis
Contact Name:
Status: Cancelled
Descriptions:

Follow Up Edit Delete
Aug 24, 2020 03:30 AM
Theo Bardis
Contact Name:
Status: Cancelled
Descriptions:

Follow Up Edit Delete
Aug 17, 2020 09:00 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Will be making a decision in the next couple of days.

Meeting Edit Delete
Aug 07, 2020 06:30 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: presenting best & final. job to be let at the end of next week

Follow Up Edit Delete
Aug 07, 2020 06:30 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Scaff package to be sent out in the next week

Follow Up Edit Delete
Aug 04, 2020 09:30 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Called and went to voicemail. Texted him as well as he has preferred to communicate this way lately.

Follow Up Edit Delete
Jul 16, 2020 10:30 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Still has not looked at letting scaff. could be a couple of weeks still

FollowUp Edit Delete
Jul 16, 2020 10:30 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Still early for Scaff for this job Andrew stated. Maybe a few more weeks before it is looked at

Email received Edit Delete
Jul 04, 2020 07:27 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Impero have won this job. have sent me an email to provide quotation

Quotes

Action	Job Name	Subject	Quote ref number	Quote stage	Quote Owner	Cteated Time	Grand Total	GP%

	Subject	Quote ref number	Job Name	Company Name	Grand Total	GP%	Created Time

	Company Name	Subject	Quote ref number	Quote stage	Quote Owner	Sub Total	Grand Total	GP%

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Update Contact

Contact Information

Description Information

Jobs

Open Activities

Open Tasks 0

Open Meetings 0

Open Calls 0

Closed Activities

Closed Tasks 10

Closed Meetings 0

Closed Calls 17

Quotes

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Company Name

Grand Total

GP%

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Campaigns