Autotask Toolkit

v 2.13.2 PROD

Simar - Pilot UB met Essentials gebruikers Closed

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Status
Closed
Stage
Stage 6 - Handover
Win reason
Klant
Simar Automatisering B.V. (1046AE67)
Aangemaakt
2023-03-21
Gesloten
2023-03-22

Beschrijving

Klant is akkoord voor 4 Univerge Blue Essentials licenties voor een Proof of Concept. Dit mag een eenmalige factuur worden van 4x 15 euro Oscar heeft voor 1 maand 4x licenties Essentials geactiveerd als zijn een testperiode. Totaalbedrag voor eenmalige factuur is € 60,- Opdrachtbevestiging en email van de klant staat in de map.

Primary quote

Naam
#1218 — Simar - Pilot UB met Essentials gebruikers
Effectief vanaf
2023-03-21
Vervaldatum
2023-04-22

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Telefonie
$ x Licentie Univerge Blue Essentials als test
Product 4

Notes (10)

Datum Action type Assigned to Onderwerp / inhoud
2023-03-22 Opportunity Update Jeroen Waldram Opportunity: None, Simar - Pilot UB met Essentials gebruikers Total Revenue=60 Probability=50% Sales Stage=Stage 6 - Handover Projected Close Date=21-03-2023 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2023-03-22 Opportunity Update André Kik Opportunity: None, Simar - Pilot UB met Essentials gebruikers Total Revenue=0 Probability=50% Sales Stage=Stage 6 - Handover Projected Close Date=21-03-2023 Opportunity Owner=Waldram, Jeroen Changed Status from Closed to Active
2023-03-22 Opportunity Update Jeroen Waldram Opportunity: None, Simar - Pilot UB met Essentials gebruikers Total Revenue=0 Probability=50% Sales Stage=Stage 6 - Handover Projected Close Date=21-03-2023 Opportunity Owner=Waldram, Jeroen Status=Closed
2023-03-21 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)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 Erik Gunther
2023-03-21 Opportunity Update Erik Gunther Opportunity: None, Simar - Pilot UB met Essentials gebruikers Total Revenue=0 Probability=50% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=21-03-2023 Opportunity Owner=Waldram, Jeroen Status=Closed
2023-03-21 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)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 Erik Gunther
2023-03-21 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)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 Erik Gunther
2023-03-21 Opportunity Update Erik Gunther Opportunity: None, Simar - Pilot UB met Essentials gebruikers Total Revenue=0 Probability=50% Changed Status from Stage 2 Qualification to Stage 5 Closed - WON Changed Projected Close Date from 05-05-2023 to 21-03-2023 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2023-03-21 Opportunity Update Jeroen Waldram Opportunity: None, Simar - Pilot UB met Essentials gebruikers Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=05-05-2023 Opportunity Owner=Waldram, Jeroen Status=Active
2023-03-21 Opportunity Update Jeroen Waldram New Opportunity: None, Simar - Pilot UB met Pro gebruikers Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=05-05-2023 Opportunity Owner=Waldram, Jeroen Status=Active
Volledige record uit Autotask
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