Autotask Toolkit

v 2.13.2 PROD

Upgrade Wallboard buiten werktijd Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 6 - Handover
Win reason
Klant
Ayvens (1114AN30)
Aangemaakt
2022-10-25
Gesloten
2022-11-10

Beschrijving

Wij hebben akkoord gekregen voor het uitvoeren van de werkzaamheden na standaard kantoortijd. Bill is volledig op de hoogte van deze werkzaamheden en zal dit verder coördineren.

Primary quote

Naam
#1075 — Upgrade Wallboard buiten werktijd
Effectief vanaf
2022-10-24
Vervaldatum
2022-11-25

Verzoek van de klant is om de upgrade van de WB niet tijdens werktijd te doen (onder het SLA), maar buiten werktijd (betaald).

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Engineer [project]
Engineer rol voor werkzaamheden op een project. Uurtarief is 172,50 i.v.m. uitvoering op een Ma-Vr avond.
Labor 4
2 Voorrijdkosten (project) Cost 1

Notes (11)

Datum Action type Assigned to Onderwerp / inhoud
2022-10-26 1 KPI Telefonisch contact Frank Lunstroo Op 26-10 offerte verstuurd voor upgrade Avaya Desktop Wallboard. Deze To Do is ter bewaking. Akkoord ontvangen voor de uitvoering van de upgrade na werktijd.
2022-11-10 General Frank Lunstroo 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 Frank Lunstroo
2022-11-10 General Frank Lunstroo 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 Frank Lunstroo
2022-11-10 General Frank Lunstroo 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 Frank Lunstroo
2022-11-10 Opportunity Update Frank Lunstroo Opportunity: None, Upgrade Wallboard buiten werktijd Total Revenue=825 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=09-11-2022 Opportunity Owner=Lunstroo, Frank Status=Closed
2022-11-10 Opportunity Update Frank Lunstroo Opportunity: None, Upgrade Wallboard buiten werktijd Total Revenue=825 Changed Probability from 25% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 01-11-2022 to 09-11-2022 Opportunity Owner=Lunstroo, Frank Changed Status from Active to Closed
2022-10-25 General Frank Lunstroo Aangemaakt door DH voor FL Offerte gemaakt en verstuurd naar Faria.
2022-10-26 Opportunity Update Frank Lunstroo Opportunity: None, Upgrade Wallboard buiten werktijd Total Revenue=0 Probability=25% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=01-11-2022 Opportunity Owner=Lunstroo, Frank Status=Active
2022-10-26 0 Quick Note Frank Lunstroo Offerte gemaakt en verstuurd naar Faria.
2022-10-25 General Frank Lunstroo A new lead has been assigned from David Hammel to Frank Lunstroo Client: LeasePlan Nederland N.V. (1314CH4) Product: None Description: Upgrade Wallboard buiten werktijd Instructions: Aangemaakt door DH voor FL Additional Comments: Re-assigned from: David Hammel Re-assigned to: Frank Lunstroo
2022-10-25 Opportunity Update David Hammel New Opportunity: None, Upgrade Wallboard buiten werktijd Total Revenue=0 Probability=25% Sales Stage=Stage 2 Qualification Projected Close Date=01-11-2022 Opportunity Owner=Hammel, David Status=Active
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