Autotask Toolkit

v 2.13.2 PROD

12 maanden Business netwerk @work 3GB Closed

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Status
Closed
Stage
Stage 6 - Handover
Win reason
Tevreden relatie van TSV
Klant
VvE Cortile (2132XZ107)
Aangemaakt
2023-02-10
Gesloten
2023-02-20

Beschrijving

Opdracht ontvangen voor vervanging van hun oude mobiele abonnement. Aangegeven dat TSV de switch gaat vervangen en waar hun kaart in zit. Om deze reden een nieuw en ook voordeliger abonnement kunnen aanbieden. Verkocht: @work 3GB 12 maanden (normale prijs € 22,- min de actiekorting van € 8,- = ) maandelijkse kosten € 14,- ex. Let op! het gaat om mobielnummer 06 1371 2387, deze gaan wij met nummerbehoud porteren naar het nieuwe @Work abonnement. TSV is de leverancier van het bestaande mobiele abonnement en nummer, dus wij kunnen zelf goedkeuring geven voor de portering. Na portering graag David informeren dat het nummer van de switch in het Datacenter gehaald kan worden. En Jessica informeren om het contractueel in de systemen en facturatie te verwerken.

Primary quote

Naam
#1175 — 12 maanden Business netwerk @work 3GB
Effectief vanaf
2023-03-02
Vervaldatum
2023-03-13

Maandelijkse items (1)

# Artikel of dienst Item type Aantal
1 Mobiel
T-Mobile @Work 3GB + Onbeperkt bellen abonnement
Product 12

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Mobiel
Aansluitkosten
Product 1

Notes (15)

Datum Action type Assigned to Onderwerp / inhoud
2023-03-16 Opportunity Update Ronny Riechelmann (redacted) Opportunity: None, 12 maanden Business netwerk @work 3GB Total Revenue=168 Probability=100% Sales Stage=Stage 6 - Handover Projected Close Date=15-02-2023 Opportunity Owner=Riechelmann, Ronny Status=Closed
2023-02-20 General Ronny Riechelmann (redacted) 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
2023-02-20 General Ronny Riechelmann (redacted) 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
2023-02-20 General Ronny Riechelmann (redacted) 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
2023-02-20 Opportunity Update Frank Lunstroo Opportunity: None, 12 maanden Business netwerk @work 3GB Total Revenue=168 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=15-02-2023 Opportunity Owner=Riechelmann, Ronny Status=Closed
2023-02-20 Opportunity Update Frank Lunstroo Opportunity: None, 12 maanden Business netwerk @work 3GB Total Revenue=168 Probability=100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=15-02-2023 Opportunity Owner=Riechelmann, Ronny Changed Status from Active to Closed
2023-02-20 Opportunity Update Frank Lunstroo Opportunity: None, 12 maanden Business netwerk @work 3GB Total Revenue=0 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 3 Proposal Sent Projected Close Date=15-02-2023 Opportunity Owner=Riechelmann, Ronny Status=Active
2023-02-20 Opportunity Update Frank Lunstroo Opportunity: None, 12 maanden Business netwerk @work 3GB Total Revenue=0 Changed Probability from 50% to 100% Sales Stage=Stage 5 Closed - WON Changed Projected Close Date from 09-03-2023 to 15-02-2023 Opportunity Owner=Riechelmann, Ronny Status=Active
2023-02-20 Opportunity Update Frank Lunstroo Opportunity: None, 12 maanden Business netwerk @work 3GB Changed Total Revenue from 168,00 to 0,00 Probability=50% Sales Stage=Stage 5 Closed - WON Projected Close Date=09-03-2023 Opportunity Owner=Riechelmann, Ronny Status=Active
2023-02-20 0 Quick Note Marc Blankestijn Met Ronny Doorgenomen. Nummer was niet vermeld in de opportunity /Aanbieding naar klant. Dit word met de klant nog bevestigd. Dit betreft nummer : +31613712387
2023-02-17 General Ronny Riechelmann (redacted) 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 Ronny Riechelmann
2023-02-17 General Ronny Riechelmann (redacted) 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 Ronny Riechelmann
2023-02-17 Opportunity Update Ronny Riechelmann (redacted) Opportunity: None, 12 maanden Business netwerk @work 3GB Total Revenue=168 Probability=50% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=09-03-2023 Opportunity Owner=Riechelmann, Ronny Status=Active
2023-02-13 Opportunity Update Ronny Riechelmann (redacted) Opportunity: None, 12 maanden Business netwerk @work 3GB Changed Total Revenue from 0,00 to 168,00 Changed Probability from 25% to 50% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=09-03-2023 Opportunity Owner=Riechelmann, Ronny Status=Active
2023-02-10 Opportunity Update Ronny Riechelmann (redacted) New Opportunity: None, 12 maanden Business netwerk @work 3GB Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=09-03-2023 Opportunity Owner=Riechelmann, Ronny Status=Active
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