Autotask Toolkit

v 2.13.2 PROD

Implementatie Engage en uitleg Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Gezondheidscentrum Schalkwijk(2037XE13)
Aangemaakt
2022-11-03
Gesloten
2022-11-28

Beschrijving

Marc is op de hoogte van de werkzaamheden en plan van aanpak zoals ook omschreven in de offerte. Andre heeft reeds tijd in Marc zijn planning gezet op 7 en 8 december voor uitvoering van de opdracht. Alle arbeidsuren worden op basis van nacalculatie 100% achteraf verrekend. Dit is akkoord na overleg met Richard Evers.

Primary quote

Naam
#1095 — Implementatie Engage en uitleg
Effectief vanaf
2022-11-13
Vervaldatum
2022-12-14

Eenmalige items (4)

# Artikel of dienst Item type Aantal
1 Engineer [project]
Engineer rol voor werkzaamheden op een project o.b.v. avondtarief ma-vr is 150% van 115,00 is 172,50 per uur. 		Labor 4
2 Engineer [project]
Engineer rol voor werkzaamheden op een project 		Labor 12
3 Voorrijdkosten (project) Cost 2
4 Engineer [project]
Afgesproken dat TSV 4 uur arbeid voor haar rekening neemt a 115,- per uur, totaal 460,- 		Labor -4

Notes (9)

Datum Action type Assigned to Onderwerp / inhoud
2022-11-28 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
2022-11-28 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
2022-11-28 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
2022-11-28 Opportunity Update Frank Lunstroo Opportunity: None, Implementatie Engage en uitleg Total Revenue=1880 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=28-11-2022 Opportunity Owner=Lunstroo, Frank Status=Closed
2022-11-28 Opportunity Update Frank Lunstroo Opportunity: None, Implementatie Engage en uitleg Total Revenue=1880 Changed Probability from 25% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 30-11-2022 to 28-11-2022 Opportunity Owner=Lunstroo, Frank Changed Status from Active to Closed
2022-11-23 Opportunity Update Frank Lunstroo Opportunity: None, Implementatie Engage en uitleg Total Revenue=2800 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=30-11-2022 Opportunity Owner=Lunstroo, Frank Status=Active
2022-11-23 0 Quick Note Frank Lunstroo Herzien voorstel uitgewerkt en offerte per mail verstuurd naar Rob Mors
2022-11-14 0 Quick Note Frank Lunstroo Offerte per mail verstuurd naar Rob Mors
2022-11-03 Opportunity Update David Hammel New Opportunity: None, Implementatie Engage en uitleg Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=30-11-2022 Opportunity Owner=Lunstroo, Frank Status=Active
Volledige record uit Autotask 
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