CRM's - Five Star Access

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Contact Owner

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Mobile

Department

Contact Information

Contact Owner

Contact Name

Company Name

Title

Department

Mobile

Date of Birth

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Lookup 1

Reports To

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Description Information

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Jobs

Job Name	Stage	Amount

Open Activities

Open Tasks 0

Open Meetings 0

Open Calls 0

Closed Activities

Closed Tasks 4

Closed Meetings 1

Closed Calls 5

Book Discovery Meeting Aug 28, 2020
Theo Bardis
Closed Time: 2024-03-15 01:10:02PM
Status: Completed
Estimating Task Type: None
Description: A builder has been appointed to this project. It's time to book in a discovery meeting!

FSS1749- Reward Group Sep 04, 2020
Yousif Yousif
Closed Time: 2020-09-04T05:22:37+05:30
Status: Completed
Estimating Task Type: Final Reprice - Priority 1

FSS1749- Reward Group Sep 28, 2020
Yousif Yousif
Closed Time: 2020-09-28T10:29:59+05:30
Status: Completed
Estimating Task Type: Final Reprice - Priority 1

Complete Sales Handover Checklist Oct 06, 2020
Theo Bardis
Closed Time: 2024-03-15 01:44:38PM
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

New Meeting
Aug 27, 2020 07:00 AM - Aug 27, 2020 08:00 AM

Theo Bardis

Status: Meeting Successfully Completed

Description: Looking at having scaff in for the east façade by end of next week. 42 mrts high building. remedial and repair job for this building that reward have purchased. Reaching out to Waco and one other. Job to be awarded next week.

Call scheduled with David Aschcroft Edit Delete
Sep 11, 2020 03:30 AM
Theo Bardis
Contact Name:
Status: Cancelled
Descriptions:

Follow Up Edit Delete
Sep 10, 2020 11:00 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Called him over 15 times through the course of this week through different mobiles and no response

Final Quotation Edit Delete
Sep 04, 2020 06:30 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Best and Final Sent. Would to meet for me to provide it tom him and discuss

Outgoing call to David Aschcroft Edit Delete
Sep 03, 2020 08:30 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Called and it went to voicemail. called from my private phone and still not answering

Follow Up Edit Delete
Sep 02, 2020 07:30 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: received email stating they are assessing all quotes to make a decision. Does not rely to me asking what the best price is to see if I can match it. Does not take my calls.

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 4

Closed Meetings 1

Closed Calls 5

Quotes

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Quote ref number

Job Name

Company Name

Grand Total

GP%

Created Time

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