Autotask Toolkit

v 2.13.2 PROD

Nieuwe SIM-kaart + telefoonnummer Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 6 - Handover
Win reason
–
Klant
Chane Terminal Welplaat B.V. (3197KR9)
Aangemaakt
2023-11-24
Gesloten
2023-11-29

Beschrijving

Uitleveren 1x nieuw abonnement data spraak 1x setup kosten Hi TPS/TSV, Graag zou ik een nieuwe SIM-kaart met een telefoonnummer aan willen vragen. Kunnen jullie mij een prijsopgave sturen? Groeten, Gerard Met vriendelijke groet/Kind regards/Mit freundlichen Grüßen, Maastank BV Welplaatkade 9 3197 KR Rotterdam Tank Storage - Koole Terminals <https://koole.com/tank-storage/> Gerard de Vries Business IT Officer Mobile +31 (0)6 11 21 85 38

Primary quote

Naam
#1421 — Nieuwe SIM-kaart + telefoonnummer
Effectief vanaf
2023-11-28
Vervaldatum
2023-12-29

Maandelijkse items (1)

# Artikel of dienst Item type Aantal
1 Mobiel
1x Cora Data spraak abonnement. 		Product 15

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Mobiel
1x Setup kosten 		Product 1

Notes (9)

Datum Action type Assigned to Onderwerp / inhoud
2023-11-29 General Erik Gunther Workflow Rule "Projected closed date naar Closed date" fired.
When an opportunity is: Edited And the following conditions are met: Stage equal to "Stage 6 - Handover" Then execute the following actions: Set Projected Close Date To 0 Calendar Day(s) from Current Time Initiated by Erik Gunther
2023-11-29 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
2023-11-29 General Erik Gunther Workflow Rule "Projected closed date naar Closed date" fired.
When an opportunity is: Edited And the following conditions are met: Stage equal to "Stage 6 - Handover" Then execute the following actions: Set Projected Close Date To 0 Calendar Day(s) from Current Time Initiated by Erik Gunther
2023-11-29 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
2023-11-29 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
2023-11-29 Opportunity Update Erik Gunther Opportunity: None, Nieuwe SIM-kaart + telefoonnummer Total Revenue=305 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=29-11-2023 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2023-11-29 Opportunity Update Erik Gunther Opportunity: None, Nieuwe SIM-kaart + telefoonnummer Total Revenue=305 Changed Probability from 1% to 100% Changed Status from Stage 1 First Contact to Stage 5 Closed - WON Changed Projected Close Date from 01-12-2023 to 29-11-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-11-24 General Erik Gunther Workflow Rule "Technische Opportunity naar Sales Agent" fired.
When an opportunity is: Created And the following conditions are met: Opportunity Owner not in list "Gunther, Erik or Hammel, David or Lunstroo, Frank or Riechelmann, Ronny or Veldkamp, Alex or Waldram, Jeroen" Then execute the following actions: Set Opportunity Owner To "Gunther, Erik" Set Probability To "1" Send notification e-mail (Opportunity - Re-assigned (Wizard)) to egunther@tsv-groep.nl Initiated by André Kik
2023-11-24 Opportunity Update André Kik New Opportunity: None, Nieuwe SIM-kaart + telefoonnummer Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=01-12-2023 Opportunity Owner=Kik, André Status=Active
Volledige record uit Autotask 
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