Autotask Toolkit

v 2.13.2 PROD

NRGD- Proefperiode Univerge Blue Closed

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Status
Closed
Stage
Stage 6 - Handover
Win reason
–
Klant
NRGD (3511GE56-57)
Aangemaakt
2023-05-03
Gesloten
2023-06-30

Beschrijving

Proefperiode van 1 week is geslaagd. Voor de proefperiode worden geen kosten in rekening gebracht. Deze opp. is aangemaakt om eventuele kosten direct te kunnen brengen. NRGD is zeker tevreden en gaan volgende week een beslissing nemen. Voorstel staat in opp. 1082. ----------------------------------------------------------- Beste Jeroen, We zouden graag gebruikmaken van de gratis testweek in de week van 12 tot en met 16 juni. Zou dit kunnen? De volgende collega’s zouden zich daar graag voor willen aanmelden: Cathy van Bekkum c.m.p.van.bekkum@nrgd.nl Stephanie Pompies s.pompies@nrgd.nl Emilie Coelingh Bennink e.m.a.coelinghbennink@nrgd.nl Michel Smithuis m.m.a.smithuis@nrgd.nl Dyon Deckers d.deckers@nrgd.nl Hartelijke groet, Stephanie Pompies

Primary quote

Naam
#1304 — NRGD- Proefperiode Univerge Blue
Effectief vanaf
2023-06-29
Vervaldatum
2023-07-30

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Notes (9)

Datum Action type Assigned to Onderwerp / inhoud
2023-10-23 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 Erik Gunther
2023-10-23 Opportunity Update Erik Gunther Opportunity: None, NRGD- Proefperiode Univerge Blue Total Revenue=0 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=30-06-2023 Opportunity Owner=Waldram, Jeroen Status=Closed
2023-06-30 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 Jeroen Waldram
2023-06-30 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 Jeroen Waldram
2023-06-30 Opportunity Update Jeroen Waldram Opportunity: None, NRGD- Proefperiode Univerge Blue Total Revenue=0 Probability=100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=30-06-2023 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2023-06-30 Opportunity Update Jeroen Waldram Opportunity: None, NRGD- Proefperiode Univerge Blue Total Revenue=0 Changed Probability from 50% to 100% Sales Stage=Stage 3 Proposal Sent Projected Close Date=30-06-2023 Opportunity Owner=Waldram, Jeroen Status=Active
2023-06-08 Opportunity Update Jeroen Waldram Opportunity: None, NRGD- Proefperiode Univerge Blue Total Revenue=0 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 31-05-2023 to 30-06-2023 Opportunity Owner=Waldram, Jeroen Status=Active
2023-05-03 Opportunity Update Jeroen Waldram Opportunity: None, NRGD- Proefperiode Univerge Blue Total Revenue=0 Probability=50% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=31-05-2023 Opportunity Owner=Waldram, Jeroen Status=Active
2023-05-03 Opportunity Update Jeroen Waldram New Opportunity: None, NRGD- Proefperiode Univerge Blue Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=31-05-2023 Opportunity Owner=Waldram, Jeroen Status=Active
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