Autotask Toolkit

v 2.13.2 PROD

Alcatel IP bureautoestel ter vervanging Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Promessa Deventer B.V. (7418CH13)
Aangemaakt
2022-12-19
Gesloten
2023-01-10

Beschrijving

Wij hebben opdracht ontvangen voor het leveren van een vervangend toestel. Dit laten wij volledig uitvoeren door Eezcit. Zij leveren een refurbished vervangend toestel en dragen zorg voor installeren en testen op locatie. Inkoop gegevens staan in de map inkoop. Contactpersoon voor het plannen van de afspraak is: Tyson Tatsaworn ttatsaworn@vanloongroup.com t. 085 902 8427

Primary quote

Naam
#1152 — Alcatel IP bureautoestel ter vervanging
Effectief vanaf
2023-01-09
Vervaldatum
2023-02-10

Eenmalige items (3)

# Artikel of dienst Item type Aantal
1 Telefonie
Refurbished Alcatel IP Touch 4038 toestel (inkoop via Eezcit) 		Product 1
2 Engineer [project]
Engineer rol voor werkzaamheden op een project 		Labor 1
3 Voorrijdkosten (project) Cost 1

Notes (10)

Datum Action type Assigned to Onderwerp / inhoud
2023-01-10 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)orStandaard (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
2023-01-10 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)orStandaard (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
2023-01-10 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)orStandaard (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
2023-01-10 Opportunity Update Frank Lunstroo Opportunity: None, Alcatel IP bureautoestel ter vervanging Total Revenue=395 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=10-01-2023 Opportunity Owner=Lunstroo, Frank Status=Closed
2023-01-10 Opportunity Update Frank Lunstroo Opportunity: None, Alcatel IP bureautoestel ter vervanging Total Revenue=395 Changed Probability from 25% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 18-01-2023 to 10-01-2023 Opportunity Owner=Lunstroo, Frank Changed Status from Active to Closed
2023-01-06 1 KPI Telefonisch contact Frank Lunstroo 6-1-2023 Tyson gebeld en gesproken. Hij verwacht dat zij akkoord gaan geven op mijn voorstel, maar hij heeft akkoord van zijn Manager nodig. Deze is maandag 9-1-23 terug van verlof. Ik heb Ronald Dinkgreve een update gestuurd dat begin volgende week meer duidelijk wordt. Tyson gebeld en gesproken. De geboden oplossing per mail is passend en zij ontvangen graag een orderbevestiging ter ondertekening daarvoor. Ik ga dat in orde maken.
2023-01-10 Opportunity Update Frank Lunstroo Opportunity: None, Alcatel IP bureautoestel ter vervanging Total Revenue=395 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=18-01-2023 Opportunity Owner=Lunstroo, Frank Status=Active
2023-01-06 Opportunity Update Frank Lunstroo Opportunity: None, Alcatel IP bureautoestel ter vervanging Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=18-01-2023 Opportunity Owner=Lunstroo, Frank Status=Active
2022-12-19 Opportunity Update Frank Lunstroo Opportunity: None, Alcatel IP bureautoestel ter vervanging Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=18-01-2023 Opportunity Owner=Lunstroo, Frank Status=Active
2022-12-19 Opportunity Update Frank Lunstroo New Opportunity: None, Alcatel IP bureautoestel ter vervanging Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=18-01-2023 Opportunity Owner=Lunstroo, Frank Status=Active
Volledige record uit Autotask 
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