Autotask Toolkit

v 2.13.2 PROD

W&M Parijs-Faubourg- Aanvraag recording voor 2 gebruikers Implemented

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Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Welkin and Meraki SA (L-2330148-150)
Aangemaakt
2022-05-10
Gesloten
2022-05-18

Beschrijving

Akkoord ontvangen voor het activeren van 2 ACR users t.b.v. recording. Inkoop Xima eenmalig: XPS-INS02 Xima Professional Services: Recording Ports Installation USD 250.00 Maandelijks- Opex Chronicall Plus - 2 x $4.15 = $ 8,30 per maand 2 x Chronical Plus Basic license, recording library 20,00 = 40,00 1 x Chronical ACR Instance 65,00 = 65,00 1 x Recording server 65,00 = 65,00 Totaal 170,- per maand Eenmalig professional services €1.125,00 Bestaat uit 8 uur engineering x 100,- = € 800,00 en € 325 voor de inkoop van de Xima Professional Services: Recording Ports Installation USD 250.00 Facturatie We are good to proceed with this project, please find attached following po numbers: • PO2022050077 for the one-off PM fee == 1125 euros • RPO2022050078 for the recurring fee (2 users + ACR instance + recording server) == 170 euros monthly Please also note that the following offer should be invoiced to our Faubourg site, Here are admin details: WELKIN AND MERAKI PARIS ARR. 8TH FAUBOURG EURL 37-39 RUE DE SURÈNE, 75008 PARIS FR37851877159 SIRET : 851 877 159 00018 W&M Faubourg heeft een klant die voor 2 gebruikers recording wil. Dit is noodzakelijk en zal snel geïmplementeerd moeten worden. Afgesproken is dat we maximaal 2 weken de gesprekken bewaren en dat de klant zelf via een portal de gesprekken moet downloaden.

Primary quote

Naam
#970 — W&M Parijs-Faubourg- Aanvraag recording voor 2 gebruikers
Effectief vanaf
2022-05-17
Vervaldatum
2022-06-18

Maandelijkse items (3)

# Artikel of dienst Item type Aantal
1 Telefonie
Chronical Plus Basic license, recording library 		Product 12
2 Telefonie
Chronical ACR Instance 		Product 12
3 Telefonie
Recording server 		Product 12

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Engineer [project]
Engineer rol voor werkzaamheden op een project 		Labor 8
2 Telefonie
Inkoop Xima Professional Services: Recording Ports Installation USD 250.00 		Product 1

Notes (8)

Datum Action type Assigned to Onderwerp / inhoud
2022-05-23 Opportunity Update Jeroen Waldram Opportunity: None, W&M Parijs-Faubourg- Aanvraag recording voor 2 gebruikers Total Revenue=3145 Probability=100% Sales Stage=Stage 6 - Handover Projected Close Date=18-05-2022 Opportunity Owner=Waldram, Jeroen Status=Closed
2022-05-18 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
2022-05-18 Opportunity Update Jeroen Waldram Opportunity: None, W&M Parijs-Faubourg- Aanvraag recording voor 2 gebruikers Total Revenue=3165 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=18-05-2022 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2022-05-18 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
2022-05-18 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
2022-05-18 Opportunity Update Jeroen Waldram Opportunity: None, W&M Parijs-Faubourg- Aanvraag recording voor 2 gebruikers Total Revenue=3165 Probability=100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=18-05-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-05-18 Opportunity Update Jeroen Waldram Opportunity: None, W&M Parijs-Faubourg- Aanvraag recording voor 2 gebruikers Total Revenue=0 Changed Probability from 50% to 100% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=18-05-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-05-10 Opportunity Update Jeroen Waldram New Opportunity: None, W&M Parijs-Faubourg- Aanvraag recording voor 2 gebruikers Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=18-05-2022 Opportunity Owner=Waldram, Jeroen Status=Active
Volledige record uit Autotask 
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