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

Open Activities

Open Tasks 0

Open Meetings 0

Open Calls 0

Closed Activities

Closed Tasks 4

Closed Meetings 0

Closed Calls 6

FSS1970- PBS (ACT) Oct 30, 2020
Ruben Veliz
Closed Time: 2020-10-29T10:33:13+05:30
Status: Completed
Estimating Task Type: Quote Open Tender - Priority 5

Book Discovery Meeting Dec 15, 2020
Theo Bardis
Closed Time: 2024-03-15 01:55:45PM
Status: Completed
Estimating Task Type: None
Description: A builder has been appointed to this project. It's time to book in a discovery meeting!

FSS2155- PBS (ACT) Jan 25, 2021
Ruben Veliz
Closed Time: 2021-01-11T10:31:06+05:30
Status: Completed
Estimating Task Type: Quote Open Tender - Priority 5

FSS2784- PBS ( ACT) Jul 29, 2021
Randa Al-Rifai
Closed Time: 2021-07-29T11:56:24+05:30
Status: Completed
Estimating Task Type: Quote Secured Project - Priority 3

Outgoing call to Jordan Murray Edit Delete
Nov 24, 2021 08:26 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Abdul Khalid is the C/A for PBS on this job

Outgoing call to Jordan Murray Edit Delete
Nov 24, 2021 08:25 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: PBS pulled out if this tender.

Call with Jordan Murray cancelled Edit Delete
Feb 01, 2021 02:30 AM
Theo Bardis
Contact Name:
Status: Cancelled
Descriptions:

Outgoing call to Jordan Murray Edit Delete
Jan 19, 2021 07:29 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Quote received .Looks ok. Job looks like theirs and potential to start in March. Wil lsend me Ash Charlton-PM'S detials.

Call with Jordan Murray cancelled Edit Delete
Jan 11, 2021 02:30 AM
Theo Bardis
Contact Name:
Status: Cancelled
Descriptions:

Outgoing call to Jordan Murray Edit Delete
Dec 14, 2020 08:48 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: PBS have won this job

Quotes

Action	Job Name	Subject	Quote ref number	Quote stage	Quote Owner	Cteated Time	Grand Total	GP%
	9 Beach Street Huskisson	FSS2155.02	Q12	Sent	Theo Bardis	2021-01-12T04:03:38+05:30	$139,000.00	25
	Finlay Crisp Centre -Customs House Refurbishment	FSS2784.01	Q671	Sent	Randa Al-Rifai	2021-07-29T11:57:00+05:30	$720,000.00	40

	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%
	PBS Building	FSS2155.02	Q12	Sent	Theo Bardis	$139,000.00	$139,000.00	25
	PBS Building	FSS2784.01	Q671	Sent	Randa Al-Rifai	$720,000.00	$720,000.00	40

Updated Successfully.

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 0

Closed Calls 6

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