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
LAHC- Chester Hills	Closed Lost/Other	AU$ 42000

Open Activities

Open Tasks 0

Open Meetings 0

Open Calls 0

Closed Activities

Closed Tasks 1

Closed Meetings 0

Closed Calls 4

Book Discovery Meeting Jul 07, 2020
Theo Bardis
Closed Time: 2023-08-24T10:13:06+05:30
Status: Completed

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

Follow Up Edit Delete
Aug 20, 2020 03:30 AM
Theo Bardis
Contact Name:
Status: Cancelled
Descriptions:

Follow Up Edit Delete
Aug 05, 2020 09:30 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Called both Joanna & Kim and could not get through. Sent email as well

Outgoing call to Joanna Versiani Edit Delete
Jul 06, 2020 11:00 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: VG have won this project. They are project management company who works with various builders. More than likely Terra Ferma will be building this. Meeting Scheduled with Joanna on 13/7

Meeting Scheduled Edit Delete
Jul 06, 2020 11:00 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Meeting scheduled for 13/7

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 0

Closed Calls 4

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