Autotask Toolkit

v 2.13.2 PROD

Univerge Blue + hardware Implemented

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Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Lischer & Milani Advocaten (1329AB35Q)
Aangemaakt
2023-11-29
Gesloten
2023-12-14

Beschrijving

NIEUWE ADRES NOG WIJZIGEN: Koningsbeltweg 35-Q 1329 AB Almere --> adresgegevens staan in de ondertekende offerte LET OP: Moeten 4 nummers zijn!! Hebben nu KPN1 en dat is geen optie in het nieuwe pand van Richard (intern) Ze verhuizen begin 2024 naar het nieuwe pand. Werknemers 2: - Francis Lischer - Nushin Milani Alle nodige info staat in de ondertekende offerte.

Primary quote

Naam
#1425 — Univerge Blue + hardware
Effectief vanaf
2023-11-30
Vervaldatum
2024-01-01

Maandelijkse items (3)

# Artikel of dienst Item type Aantal
1 Telefonie | UB connect essential licenties
3x 		Product 36
2 Telefonie | 4 nummers
4 nummers in totaal 		Product 36
3 Service | SLA 5x8 8 uur response
25,00 Comfort 5,40 voor 3 personeelsleden 		Product 36

Eenmalige items (4)

# Artikel of dienst Item type Aantal
1 Telefonie | UB in-bedrijf-stellen
Deze klant neemt 'telefonie diensten of producten' af van TSV. 		Product 1
2 Voorrijdkosten (project) Cost 1
3 Telefonie | Yealink T53W Product 1
4 Telefonie | Epos Adapt 260 met USB-A Dongle DUO Product 1

Notes (8)

Datum Action type Assigned to Onderwerp / inhoud
2024-02-12 Opportunity Update Ronny Riechelmann (redacted) Opportunity: None, Univerge Blue + hardware Total Revenue=3883 Probability=100% Sales Stage=Stage 6 - Handover Projected Close Date=15-12-2023 Opportunity Owner=Riechelmann, Ronny Status=Closed
2023-12-14 General Ronny Riechelmann (redacted) 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 Ronny Riechelmann
2023-12-14 Opportunity Update Ronny Riechelmann (redacted) Opportunity: None, Univerge Blue + hardware Total Revenue=3261 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=15-12-2023 Opportunity Owner=Riechelmann, Ronny Status=Closed
2023-12-14 General Ronny Riechelmann (redacted) 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 Ronny Riechelmann
2023-12-14 General Ronny Riechelmann (redacted) 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 Ronny Riechelmann
2023-12-14 Opportunity Update Ronny Riechelmann (redacted) Opportunity: None, Univerge Blue + hardware Total Revenue=3261 Changed Probability from 99% to 100% Changed Status from Stage 1 First Contact to Stage 5 Closed - WON Projected Close Date=15-12-2023 Opportunity Owner=Riechelmann, Ronny Changed Status from Active to Closed
2023-12-13 Opportunity Update Ronny Riechelmann (redacted) Opportunity: None, Univerge Blue + hardware Total Revenue=0 Changed Probability from 25% to 99% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 08-12-2023 to 15-12-2023 Opportunity Owner=Riechelmann, Ronny Status=Active
2023-11-29 Opportunity Update Ronny Riechelmann (redacted) New Opportunity: None, Univerge Blue + hardware Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=08-12-2023 Opportunity Owner=Riechelmann, Ronny Status=Active
Volledige record uit Autotask 
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  "assessmentScore": null,
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  "productID": 2,
  "projectedCloseDate": "2023-12-15T00:00:00.000Z",
  "promisedFulfillmentDate": null,
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  "quarterlyCost": 0.0,
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