Autotask Toolkit

v 2.13.2 PROD

St. Adelbert Ticket: T20220818.0009 - uitbreiding licenties Implemented

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Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Stichting S. Adelbert College (2241AE163)
Aangemaakt
2022-08-19
Gesloten
2022-08-19

Beschrijving

Akkoord ontvangen op orderbevestiging voor 5 stuks IP Endpoint licenties. 5 x70,- IP Endpoint 1 x engineering 115,- verhoging service 35,- per jaar. Getekend document staat in de map. Bij St Adelbert collega, hebben ze een probleem dat ze nog 3 toestellen willen aanmelden maar omdat ze geen vrije IP endpoints licenties hebben, lukt dat niet. Vraag aan ons om een offerte te maken en dit naar de klant te sturen. Klant wil extra 5 IP endpoints licenties. Deze klant is een klant van Hein :-). Met vriendelijke groet, Zain Jawad Kazem

Primary quote

Naam
#1033 — St. Adelbert Ticket: T20220818.0009 - uitbreiding licenties
Effectief vanaf
2022-08-18
Vervaldatum
2022-09-19

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Engineer [change]
Engineer rol voor werkzaamheden op een change ticket 		Labor 1
2 Telefonie
IP Endpoint licentie 		Product 5

Overig periodiek (1)

# Artikel of dienst Item type Aantal
1 Service
Deze klant neemt 'beheer diensten' af van TSV. 		Product 3

Notes (6)

Datum Action type Assigned to Onderwerp / inhoud
2022-08-19 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
2022-08-19 Opportunity Update Jeroen Waldram Opportunity: None, St. Adelbert Ticket: T20220818.0009 - uitbreiding licenties Total Revenue=474 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=19-08-2022 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2022-08-19 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
2022-08-19 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
2022-08-19 Opportunity Update Jeroen Waldram Opportunity: None, St. Adelbert Ticket: T20220818.0009 - uitbreiding licenties Total Revenue=474 Changed Probability from 50% to 100% Changed Status from Stage 2 Qualification to Stage 5 Closed - WON Changed Projected Close Date from 31-08-2022 to 19-08-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-08-19 Opportunity Update Jeroen Waldram New Opportunity: None, St. Adelbert Ticket: T20220818.0009 - uitbreiding licenties Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=31-08-2022 Opportunity Owner=Waldram, Jeroen Status=Active
Volledige record uit Autotask 
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