Autotask Toolkit

v 2.13.2 PROD

Veerkarton - aanvraag 3 extra Essential licenties Implemented

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Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Van de Velde Packaging – Wormer (1566JN11)
Aangemaakt
2023-09-26
Gesloten
2023-09-28

Beschrijving

Vanuit het project m.b.t. de oplevering van Univerge Blue (00000981)blijkt dat er nog 3 extra medewerkers zijn die een Essential licentie nodig hebben. De licenties zijn al geactiveerd en hebben een looptijd gelijk aan de contractduur.

Primary quote

Naam
#1369 — Veerkarton - aanvraag 3 extra Essential licenties
Effectief vanaf
2023-09-25
Vervaldatum
2023-10-26

Maandelijkse items (2)

# Artikel of dienst Item type Aantal
1 Service - Comfort SLA 3 gebruikers
uitbreiding comfort SLA 3 x 1,80 		Product 60
2 Telefonie - Connect Essential licenties
Deze klant neemt 'telefonie diensten of producten' af van TSV. 		Product 60

Notes (7)

Datum Action type Assigned to Onderwerp / inhoud
2023-09-28 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
2023-09-28 Opportunity Update Erik Gunther Opportunity: None, Veerkarton - aanvraag 3 extra Essential licenties Total Revenue=3024 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=27-09-2023 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Implemented
2023-09-28 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) or Standaard (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
2023-09-28 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) or Standaard (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
2023-09-28 Opportunity Update Erik Gunther Opportunity: None, Veerkarton - aanvraag 3 extra Essential licenties Total Revenue=3024 Changed Probability from 50% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=27-09-2023 Opportunity Owner=Waldram, Jeroen Status=Active
2023-09-26 Opportunity Update Jeroen Waldram Opportunity: None, Veerkarton - aanvraag 3 extra Essential licenties Total Revenue=3024 Probability=50% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=27-09-2023 Opportunity Owner=Waldram, Jeroen Status=Active
2023-09-26 Opportunity Update Jeroen Waldram New Opportunity: None, Veerkarton - aanvraag 3 extra Essential licenties Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=27-09-2023 Opportunity Owner=Waldram, Jeroen Status=Active
Volledige record uit Autotask 
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