Autotask Toolkit

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W&M Eindhoven - opwaarderen strippenkaart Implemented

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Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Welkin & Meraki Eindhoven central station Emma B.V.I.O. (5611AZ33-35)
Aangemaakt
2022-12-05
Gesloten
2022-12-06

Beschrijving

Akkoord per mail ontvangen voor opwaarderen strippenkaart van Eindhoven 8 x € 100,- engineering (afgesproken bedrag strippenkaart) Voor de factuur referentie PO2022120018 gebruiken. ------------------------------------------------------------------------------------------------- Klantnaam: Welkin & Meraki Eindhoven central station Emma B.V.I.O. (5611AZ33-35) Contract: Welkin & Meraki Eindhoven central station Emma B.V.I.O. (5611AZ33-35) - 7x4 (STRIP) Account manager: Jeroen Waldram Huidig Saldo: € 466,00 Dit is de eerste waarschuwing. Het saldo van de strippenkaart moet worden aangevuld, graag zsm actie.

Primary quote

Naam
#1112 — W&M Eindhoven - opwaarderen strippenkaart
Effectief vanaf
2022-12-05
Vervaldatum
2023-01-06

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Engineer [change]
Engineer rol voor werkzaamheden op een change ticket
Labor 8

Notes (5)

Datum Action type Assigned to Onderwerp / inhoud
2022-12-06 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
2022-12-06 Opportunity Update Jeroen Waldram Opportunity: None, W&M Eindhoven - opwaarderen strippenkaart Total Revenue=920 Changed Probability from 50% to 100% Changed Status from Stage 3 Proposal Sent to Stage 6 - Handover Changed Projected Close Date from 30-12-2022 to 06-12-2022 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2022-12-05 1 KPI Telefonisch contact Jeroen Waldram Strippenkaart offerte Eindhoven opstellen Offerte gemaakt en verzonden
2022-12-06 Opportunity Update Jeroen Waldram Opportunity: None, W&M Eindhoven - opwaarderen strippenkaart Total Revenue=0 Probability=50% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=30-12-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-12-05 Opportunity Update Jeroen Waldram New Opportunity: None, W&M Eindhoven - opwaarderen strippenkaart Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=30-12-2022 Opportunity Owner=Waldram, Jeroen Status=Active
Volledige record uit Autotask
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