CRM's - Five Star Access

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Contact Owner

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Contact Information

Contact Owner

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Title

Department

Mobile

Date of Birth

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Reports To

Reporting To

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Jobs

Job Name	Stage	Amount

Open Activities

Open Tasks 0

Open Meetings 0

Open Calls 0

Closed Activities

Closed Tasks 3

Closed Meetings 1

Closed Calls 13

FSS1858- Ganellen Oct 02, 2020
Ruben Veliz
Closed Time: 2020-10-02T04:54:22+05:30
Status: Completed
Estimating Task Type: Quote Open Tender - Priority 5

Book Discovery Meeting Oct 12, 2020
Theo Bardis
Closed Time: 2021-01-25T02:59:11+05:30
Status: Completed

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

FSS1614- Ganellen Jan 29, 2021
Yousif Yousif
Closed Time: 2021-01-29T13:01:07+05:30
Status: Completed
Estimating Task Type: Final Reprice - Priority 1
Description: AS PER THE EMAIL I SENT ON FRIDAY 22/1 AT 2.15PM PLEASE PROVIDE INPUT INTO THE METHODOLOGY AND COST ACCORDINGLY PLEASE ALLOW FOR SCAFF SHIELD AS AN OPTION. ALSO PROVIDE 5 WEEKS OF GRACE FOR THE PROJECT

New Meeting
Aug 25, 2020 07:00 AM - May 23, 2020 07:00 AM

Theo Bardis

Status: Meeting Successfully Completed

Description:

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

Call with Alex Sierra cancelled Edit Delete
Nov 30, 2020 02:30 AM
Theo Bardis
Contact Name:
Status: Cancelled
Descriptions:

Outgoing call to Alex Sierra Edit Delete
Nov 04, 2020 07:28 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: About a week or so away from signing contract. Team has not been put in place yet

Outgoing call to Alex Sierra Edit Delete
Nov 04, 2020 07:27 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: At least another 4 weeks away from any update

Outgoing call to Alex Sierra Edit Delete
Oct 09, 2020 07:30 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Ganellen have won this job

Follow Up Edit Delete
Oct 06, 2020 10:30 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Quotation received. Has not looked at. Submitting in a couple of weeks

Follow Up Edit Delete
Oct 06, 2020 06:30 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Called and left voicemail. Emailed him as well

Follow Up Edit Delete
Oct 06, 2020 06:30 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Have been selected as the preferred. Waiting to be official. Should know in the next week or so. Over 3 months off digging. Scaff more than likely be let in January if they win it

Follow Up Edit Delete
Oct 06, 2020 02:30 AM
Theo Bardis
Contact Name:
Status: Cancelled
Descriptions:

Follow Up Edit Delete
Sep 17, 2020 11:00 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Called and left voicemail

Follow Up Edit Delete
Sep 03, 2020 10:00 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Quotation received. Our price is within range. Submitting next week

Follow Up Edit Delete
Aug 21, 2020 06:00 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: No update as yet. Stated expect to hear an answer in the next couple of weeks

email received Edit Delete
Aug 12, 2020 10:30 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Received email- We’ve received your quote and the allowances are in line with our scope for what we require. Currently you’re price is in the mix and we wrapping up our tender for submission on Friday. We’ll be in touch as the tender progresses.

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 3

Closed Meetings 1

Closed Calls 13

Quotes

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Company Name

Grand Total

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