Autotask Toolkit

v 2.13.2 PROD

Verlengen service contract met 3 maanden Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 6 - Handover
Win reason
Klant
Johan de Witt Scholengroep (2526KB127-129)
Aangemaakt
2024-07-15
Gesloten
2024-08-29

Beschrijving

Akkoord voor het verlengen service contract met 3 maanden bedrag €1.595,00 Betalingsvoorwaarden: 100% vooraf. Getekend document staat in de map

Primary quote

Naam
#1618 — Verlengen service contract met 3 maanden
Effectief vanaf
2024-08-06
Vervaldatum
2024-09-07

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Service
Deze klant neemt 'beheer diensten' af van TSV.
Product 1

Notes (10)

Datum Action type Assigned to Onderwerp / inhoud
2024-07-15 General Jeroen Waldram Checken met Wing of er een verlenging nodig is en uitzoeken intercoms. Ik heb met Frank besproken dat we in ieder geval even op locatie moeten uitzoeken hoe de intercoms zijn aangesloten. Wellicht dat Marc dit een keer vanuit huis kan doen? Klant historie laat zien dat we 2x een MP118 hebben verkocht, die zouden in principe compatible zijn met Teams met wat mitsen en maren: - MP118 min. SW versie 6.60A.367.001 - MP118 6 van 8 poorten kunnen worden gebruikt (alle versies) - Moet een provisioning URL beschikbaar zijn, die via DHCP moet worden meegestuurd (optie 160 voor AC devices). Echter geeft de AC manual dan weer aan dat je zelf een URL kunt instellen - Hotline (indien nodig) functie moet ingesteld worden op de AT, kan niet in Teams worden geregeld Verlening van service is met 3 maanden gerealiseerd. Marc gaat intercoms en schoolbel op locatie uitzoeken
2024-08-29 General Erik Gunther Workflow Rule "[TSV-Opp Stage6] Losse opdracht ready for handover - notify support team" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category in list "Losse opdracht or TPS Orderbevestiging" Stage changed to "Stage 6 - Handover" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Losse opdracht - Stage 6 Handover) to akik@tsv-groep.nl; bsyed@tsv-groep.nl; flunstroo@tsv-groep.nl Initiated by Jeroen Waldram
2024-08-29 Opportunity Update Jeroen Waldram Opportunity: None, Verlengen service contract met 3 maanden Total Revenue=1595 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=29-08-2024 Opportunity Owner=Gunther, Erik Status=Closed
2024-08-29 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 "Losse opdracht or Project or Standaard (projecten) or TPS Orderbevestiging" 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 flunstroo@tsv-groep.nl; revers@tsv-groep.nl Initiated by Jeroen Waldram
2024-08-29 Opportunity Update Jeroen Waldram Opportunity: None, Verlengen service contract met 3 maanden Total Revenue=1595 Changed Probability from 25% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 02-09-2024 to 29-08-2024 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2024-08-26 Opportunity Update Erik Gunther Opportunity: None, Verlengen service contract met 3 maanden Total Revenue=1595 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 21-08-2024 to 02-09-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-08-14 Opportunity Update Erik Gunther Opportunity: None, Verlengen service contract met 3 maanden Total Revenue=1595 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 14-08-2024 to 21-08-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-08-07 Opportunity Update Erik Gunther Opportunity: None, Verlengen service contract met 3 maanden Total Revenue=0 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=14-08-2024 Changed Opportunity Owner from Waldram, Jeroen to Gunther, Erik Status=Active
2024-07-15 General Jeroen Waldram A new lead has been assigned from Erik Gunther to Jeroen Waldram Client: Johan de Witt Scholengroep (2526KB127-129) Product: None Description: Verlengen service contract met 3 maanden Instructions: Checken met Wing of er een verlenging nodig is. Additional Comments: Re-assigned from: Erik Gunther Re-assigned to: Jeroen Waldram
2024-07-15 Opportunity Update Erik Gunther New Opportunity: None, Verlengen service contract met 3 maanden Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=14-08-2024 Opportunity Owner=Gunther, Erik Status=Active
Volledige record uit Autotask
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