Autotask Toolkit

v 2.13.2 PROD

Premium Liften - aanvraag extra licentie +DECT Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Premium Liften (1322AM54)
Aangemaakt
2022-11-14
Gesloten
2022-12-01

Beschrijving

Akkoord ontvangen voor de levering en configuratie van: 1 Siemens Dect telefoon S700H Pro Handset € 115,00 1 Siemens N510 IP Pro DECT Basis € 95,00 1 IP Office R10+ 3rd Party IP EndPoint licentie € 165,00 1 Professional services 1 uur engineering op locatie 1 voorrijkosten. € 135,00 Totaal 625,00 Tevens wordt er bij TSV-BEHEER BV een supplement toegevoegd aan uw bestaande standaard 7x4 serviceovereenkomst voor een bedrag van € 28,00 per jaar exclusief BTW. De looptijd van het supplement is gelijk aan uw bestaande serviceovereenkomst. ----------------------------------------------------------------------------------------- Aanvraag via ticket (Oscar) Klant wil UC licentie voor Workplace client als dit te duur is dan alleen Siemens gigaset 510 met toestel 700H. Calco gemaakt door Oscar.

Primary quote

Naam
#1108 — Premium Liften - aanvraag extra licentie +DECT
Effectief vanaf
2022-11-30
Vervaldatum
2023-01-01

Eenmalige items (5)

# Artikel of dienst Item type Aantal
1 Engineer [project]
Engineer rol voor werkzaamheden op een project
Labor 1
2 Voorrijdkosten (project) Cost 1
3 Telefonie
Siemens Dect telefoon S700H Pro Handset
Product 1
4 Telefonie
Siemens N510 IP Pro DECT Basis
Product 1
5 Telefonie
IP Office R10+ 3rd Party IP EndPoint licentie
Product 1

Overig periodiek (1)

# Artikel of dienst Item type Aantal
1 Professional Services
Supplement Avaya licentie 28,- per jaar
Product 3

Notes (10)

Datum Action type Assigned to Onderwerp / inhoud
2022-11-14 4 KPI Email verstuurd Jeroen Waldram Offerte maken gigaset +licentie Offerte gemaakt en akkoord.
2022-12-01 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
2022-12-01 Opportunity Update Jeroen Waldram Opportunity: None, Premium Liften - aanvraag extra licentie +DECT Total Revenue=632 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=01-12-2022 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Implemented
2022-12-01 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
2022-12-01 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
2022-12-01 Opportunity Update Jeroen Waldram Opportunity: None, Premium Liften - aanvraag extra licentie +DECT Total Revenue=632 Changed Probability from 50% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 30-11-2022 to 01-12-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-12-01 Opportunity Update Jeroen Waldram Opportunity: None, Premium Liften - aanvraag extra licentie +DECT Total Revenue=632 Probability=50% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=30-11-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-12-01 Opportunity Update Jeroen Waldram Opportunity: None, Premium Liften - aanvraag extra licentie +DECT Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=30-11-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-11-14 Opportunity Update Jeroen Waldram Opportunity: None, Premium Liften - aanvraag extra UC licentie Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=30-11-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-11-14 Opportunity Update Jeroen Waldram New Opportunity: None, Premium Liften - aanvraag extra UC licentie Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=30-11-2022 Opportunity Owner=Waldram, Jeroen Status=Active
Volledige record uit Autotask
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  "companyID": 912,
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  "createDate": "2022-11-14T14:04:52.693Z",
  "creatorResourceID": 29682918,
  "description": "Akkoord ontvangen voor de levering en configuratie van:\n\n1 Siemens Dect telefoon S700H Pro Handset € 115,00 \n1 Siemens N510 IP Pro DECT Basis € 95,00 \n1 IP Office R10+ 3rd Party IP EndPoint licentie € 165,00\n1 Professional services 1 uur  engineering op locatie\n1 voorrijkosten. € 135,00 \nTotaal 625,00\n\nTevens wordt er bij TSV-BEHEER BV een supplement toegevoegd aan uw bestaande standaard 7x4 serviceovereenkomst voor een bedrag van € 28,00 per jaar exclusief BTW. De looptijd van het supplement is gelijk aan uw bestaande serviceovereenkomst. \n\n-----------------------------------------------------------------------------------------\n\n\nAanvraag via ticket (Oscar) Klant wil UC licentie voor Workplace client als dit te duur is dan alleen Siemens gigaset 510 met toestel 700H. Calco gemaakt door Oscar.",
  "helpNeeded": "",
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  "title": "Premium Liften - aanvraag extra licentie +DECT",
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  "winReason": null,
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  "yearlyRevenue": 84.0
}