CRM's - Five Star Access

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New Meeting
Feb 23, 2021 08:30 AM - Feb 23, 2021 09:30 AM

Theo Bardis

Status: Meeting Successfully Completed

Description: Steve has just come onto this job from wentworth point about 3 weeks ago. only used ESS for the 6 years he has been with company. Discussed FSS and questions in relation to methodology. Our price is competitive. Asked for references and will also be speaking with Frank from Woolooware.

Call with Steve Desho cancelled Edit Delete
Mar 11, 2021 02:30 AM
Theo Bardis
Contact Name:
Status: Cancelled
Descriptions:

Outgoing call to Steve Desho Edit Delete
Mar 04, 2021 07:27 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: No update from Head Office. May be looking at some earlier packages still he reckons

Outgoing call to Steve Desho Edit Delete
Mar 01, 2021 05:49 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Would not state who has been reccommeded. 3 players in the mix .Price was very close and all references have checked out. Decision will be made by Head office this week he reckons. We will hear back either way.

Outgoing call to Steve Desho Edit Delete
Feb 26, 2021 08:41 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Steve stated he is heading to HQ to discuss with his Project Director Anthony Sakill about who they will recommend. Stated 3 left in the picture. Based on price we are in 1 spot by about 3k. Should have answer for me on Monday

Outgoing call to Steve Desho Edit Delete
Feb 26, 2021 08:07 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Called Steve and it went to voicemail

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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