CRM's - Five Star Access

Updated Successfully.

Contact Owner

Phone

Mobile

Department

Contact Information

Contact Owner

Contact Name

Company Name

Title

Department

Mobile

Date of Birth

Phone

Lookup 1

Reports To

Reporting To

Description Information

Description

Jobs

Job Name	Stage	Amount
Anzac Rd, Commercial Development	Closed Lost/Other	AU$ 0

Open Activities

Open Tasks 0

Open Meetings 0

Open Calls 0

Closed Activities

Closed Tasks 1

Closed Meetings 1

Closed Calls 8

Book Discovery Meeting Oct 05, 2020
Theo Bardis
Closed Time: 2024-03-15 01:44:51PM
Status: Completed
Estimating Task Type: None
Description: A builder has been appointed to this project. It's time to book in a discovery meeting!

Project Meeting
Oct 01, 2020 03:30 AM - Oct 01, 2020 04:00 AM

Theo Bardis

Status: Meeting Successfully Completed

Description: Will be awarding this job in the next week. Up Against one other being ACE. Requested to look at raker ties as we cannot tie into the building. Updated quotation to be provided. Scaff not required until next month.

Follow Up Edit Delete
Oct 23, 2020 07:30 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Went with Rapid scaffolding on this job. Plium also uses Easy Scaffolding as well

Follow Up Edit Delete
Oct 21, 2020 07:30 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Called and left voicemail

Follow Up Edit Delete
Oct 19, 2020 02:30 AM
Theo Bardis
Contact Name:
Status: Cancelled
Descriptions:

Follow Up Edit Delete
Oct 16, 2020 09:00 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: A decision by Tony has not been made

Follow Up Edit Delete
Oct 15, 2020 06:00 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Called and left voicemail

Follow Up Edit Delete
Oct 13, 2020 08:00 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Still no decision. Tony the P/M back tomorrow. Stated that Rapid have done all their work in the past. 3 ties in no 1 spot. Gave me a 7/10 in comfort to work with us.

Follow Up Edit Delete
Oct 12, 2020 09:00 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Called and left a voicemail

Follow Up Edit Delete
Oct 08, 2020 06:00 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: No decision as yet. Waiting for Tony to return. Early next week

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%

Updated Successfully.

Update Contact

Contact Information

Description Information

Jobs

Open Activities

Open Tasks 0

Open Meetings 0

Open Calls 0

Closed Activities

Closed Tasks 1

Closed Meetings 1

Closed Calls 8

Quotes

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%

Campaigns