Autotask Toolkit

v 2.21.0 PROD

FD Media - 2x J-169 toestellen met licenties (vervangende opportunity van 00000661) Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
FD Mediagroep (1097BL173)
Aangemaakt
2022-03-10
Gesloten
2022-03-10

Beschrijving

Akkoord voor 00000661 per mail ontvangen. Toestellen en licenties zijn reeds geleverd dus geen nieuwe inkoop benodigd. Wel servicesupplement a € 24,- per jaar met terugwerkende kracht verwerken. Let op! Betreft een vervangende opportunity voor opportunity 00000661. 00000661 is niet aangemaakt in Autotask of per ongeluk gewist maar staat wel op sharepoint vandaar deze vervangende opportunity. Alle documenten zijn gekopieerd vanuit 661 naar deze opportunity 00001002

Primary quote

Naam
#919 — FD Media - 2x J-169 toestellen met licenties 00000661
Effectief vanaf
2022-03-09
Vervaldatum
2022-04-10

Eenmalige items (4)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 Telefonie
2x J-169 Deze klant neemt 'telefonie diensten of producten' af van TSV. 		Product 2 € 250,00 € 500,00
2 Telefonie
2x Avaya IP Endpoint licentie 		Product 2 € 70,00 € 140,00
3 Engineer [project]
Engineer rol voor werkzaamheden op een project 		Labor 1 € 107,00 € 107,00
4 Service
Deze klant neemt 'beheer diensten' af van TSV. 		Product 4 € 24,00 € 96,00
Subtotaal € 843,00
Totaal offerte (excl. BTW) € 843,00

Notes (9)

Datum Action type Assigned to Onderwerp / inhoud
2022-03-10 General Jeroen Waldram Workflow Rule "[TSV-Opp Stage6] Opportunity ready for handover - notify project team" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category in list "Standaard (aanpassing 1 AV) OR Standaard (projecten)" Stage changed to "Stage 6 - Handover" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Opportunity - Stage 6 Handover) to akik@tsv-groep.nl; bsyed@tsv-groep.nl; flunstroo@tsv-groep.nl Initiated by Jeroen Waldram
2022-03-10 Opportunity Update Jeroen Waldram Opportunity: None, FD Media - 2x J-169 toestellen met licenties (vervangende opportunity van 00000661) Total Revenue=843 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=10-03-2022 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2022-03-10 General Jeroen Waldram Workflow Rule "[TSV-Opp WON] Opportunity closed & WON - notify RE for KP" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category in list "Standaard (aanpassing 1 AV) OR Standaard (projecten)" Stage changed to "Stage 5 Closed - WON" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Opportunity - Stage 5 Closed (WON) aanmaken kostenplaats) to revers@tsv-groep.nl Initiated by Jeroen Waldram
2022-03-10 General Jeroen Waldram Workflow Rule "[TSV-Opp WON] Opportunity closed & WON - notify project team" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category in list "Standaard (aanpassing 1 AV) OR Standaard (projecten)" Stage changed to "Stage 5 Closed - WON" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Opportunity - Stage 5 Closed (WON)) to flunstroo@tsv-groep.nl Initiated by Jeroen Waldram
2022-03-10 Opportunity Update Jeroen Waldram Opportunity: None, FD Media - 2x J-169 toestellen met licenties (vervangende opportunity van 00000661) Total Revenue=843 Changed Probability from 50% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=10-03-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-03-10 Opportunity Update Jeroen Waldram Opportunity: None, FD Media - 2x J-169 toestellen met licenties (vervangende opportunity van 00000661) Total Revenue=843 Probability=50% Sales Stage=Stage 3 Proposal Sent Projected Close Date=10-03-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-03-10 Opportunity Update Jeroen Waldram Opportunity: None, FD Media - 2x J-169 toestellen met licenties 00000661 Total Revenue=843 Probability=50% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=10-03-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-03-10 Opportunity Update Jeroen Waldram Opportunity: None, FD Media - 2x J-169 toestellen met licenties 00000661 Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=10-03-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-03-10 Opportunity Update Jeroen Waldram New Opportunity: None, FD Media - 2x J-169 toestellen met licenties 00000661 Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=10-03-2022 Opportunity Owner=Waldram, Jeroen Status=Active
Volledige record uit Autotask 
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