Autotask Toolkit

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T20250106.0014 - Offerte DUO headset Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Gezondheidscentrum Schalkwijk(2037XE13)
Aangemaakt
2025-01-06
Gesloten
2025-01-24

Beschrijving

3x Jabra GN920 duo headset - 14401-16 Businesscom 1x order en verzendkosten Hoi, Ik zou raag een offerte willen ontvangen voor 3 x een JABRA GN 920 DUO headset. Is het mogelijk om alleen de oortjes bij te bestellen, we hoeven niet een heel nieuw oplaadstation? Gelieve een offerte? Met vriendelijke groet, Loes Verweij-Pennarts

Primary quote

Naam
#1746 — T20250106.0014 - Offerte DUO headset
Effectief vanaf
2025-01-06
Vervaldatum
2025-02-07

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Order en verzendkosten
Deze klant neemt 'PS diensten' af van TSV. 		Product 1
2 Jabra GN920 headset
14401-16 		Product 3

Notes (8)

Datum Action type Assigned to Onderwerp / inhoud
2025-01-24 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 Erik Gunther
2025-01-24 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 Erik Gunther
2025-01-24 Opportunity Update Erik Gunther Opportunity: None, T20250106.0014 - Offerte DUO headset Total Revenue=498 Changed Probability from 1% to 100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=24-01-2025 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2025-01-24 Opportunity Update Erik Gunther Opportunity: None, T20250106.0014 - Offerte DUO headset Total Revenue=498 Probability=1% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 27-01-2025 to 24-01-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-01-20 Opportunity Update Erik Gunther Opportunity: None, T20250106.0014 - Offerte DUO headset Total Revenue=498 Probability=1% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 13-01-2025 to 27-01-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-01-07 Opportunity Update Erik Gunther Opportunity: None, T20250106.0014 - Offerte DUO headset Total Revenue=498 Probability=1% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=13-01-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-01-06 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
2025-01-06 Opportunity Update André Kik New Opportunity: None, T20250106.0014 - Offerte DUO headset Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=13-01-2025 Opportunity Owner=Kik, André Status=Active
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