Autotask Toolkit

v 2.13.2 PROD

Simar - Aanvraag 2 x UB Essentials licentie Closed

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Status
Closed
Stage
Stage 6 - Handover
Win reason
–
Klant
Simar Automatisering B.V. (1046AE67)
Aangemaakt
2023-10-26
Gesloten
2023-10-26

Beschrijving

Uitleveren, 2x Essentials a 14,00 2x user support a 1,80 per gebruiker per maand Dag Jeroen, In alle discussie hebben we ook een tweetal nieuwe medewerkers. Graag 2 Essentials licenties. Voor Rick Schra (rick@Simar.nl) Jerry Smith (Jerry@simar.nl) De gebruikers zijn al aangemaakt in de tool dus de licenties kunnen er aan gekoppeld worden. -- Met vriendelijke groet, Bram Borgers Simar Groep E-mail: Bram@simar.nl ________________________________________

Primary quote

Naam
#1401 — Simar - Aanvraag 2 x UB Essentials licentie
Effectief vanaf
2023-10-25
Vervaldatum
2023-11-26

Maandelijkse items (2)

# Artikel of dienst Item type Aantal
1 Telefonie - Connect Essentials
2x Connect essentials 14,- normaal 15,- 		Product 53
2 Service
Comfort SLA 2 gebruikers x 1,80 5 jaar 		Product 53

Notes (9)

Datum Action type Assigned to Onderwerp / inhoud
2023-10-27 Opportunity Update Erik Gunther Opportunity: None, Simar - Aanvraag 2 x UB Essentials licentie Total Revenue=1675 Probability=100% Sales Stage=Stage 6 - Handover Projected Close Date=26-10-2023 Opportunity Owner=Gunther, Erik Status=Closed
2023-10-26 General Erik Gunther 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
2023-10-26 General Erik Gunther 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
2023-10-26 General Erik Gunther 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
2023-10-26 Opportunity Update Erik Gunther Opportunity: None, Simar - Aanvraag 2 x UB Essentials licentie Total Revenue=1675 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=26-10-2023 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2023-10-26 Opportunity Update Erik Gunther Opportunity: None, Simar - Aanvraag 2 x UB Essentials licentie Total Revenue=1675 Changed Probability from 50% to 100% Changed Status from Stage 2 Qualification to Stage 5 Closed - WON Projected Close Date=26-10-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-10-26 General Erik Gunther A new lead has been assigned from Jeroen Waldram to Erik Gunther Client: Simar automatisering bv (1046AE67) Product: None Description: Simar - Aanvraag 2 x UB Essentials licentie Instructions: Additional Comments: Re-assigned from: Jeroen Waldram Re-assigned to: Erik Gunther
2023-10-26 Opportunity Update Jeroen Waldram Opportunity: None, Simar - Aanvraag 2 x UB Essentials licentie Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=26-10-2023 Opportunity Owner=Waldram, Jeroen Status=Active
2023-10-26 Opportunity Update Jeroen Waldram New Opportunity: None, Simar - Aanvraag 2 x UB Essentials licentie Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=26-10-2023 Opportunity Owner=Waldram, Jeroen Status=Active
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