Autotask Toolkit

v 2.13.2 PROD

Strippenkaart omzetten naar 5x8 SLA 11 maanden Closed

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Status
Closed
Stage
Stage 6 - Handover
Win reason
–
Klant
Kunst Centraal (3981PA48)
Aangemaakt
2025-02-18
Gesloten
2025-02-18

Beschrijving

Akkoord op onderstaande: Strippenkaart wordt vervangen door een standaard Comfort Service SLA 5x8 8 uur. 11 maanden 5x8 8 uur SLA bestaande uit: 26,48 Aansluiting op de servicedesk (betalen ze al) 38 (licenties) x1,80 = 68,40 p.m. komt erbij Startende deze maand (02-2025) -------- Staan nog 14,03 uur open omdat dit verkeerd in Autotask stond. Dus: 14,03 x 115 = 1.613,45 Strippenkaart tegoed = 341,55- ------------------------------------------------- Nog openstaand bedrag = 1.271,90 Dit bedrag splitsen we met de klant. Maakt 635,95 nog te betalen als eenmalige kosten.

Primary quote

Naam
#1776 — Strippenkaart omzetten naar 5x8 SLA 11 maanden
Effectief vanaf
2025-02-17
Vervaldatum
2025-03-18

Maandelijkse items (1)

# Artikel of dienst Item type Aantal
1 Service | SLA 5x8 8 uur response
11 maanden 5x8 8 uur SLA bestaande uit: 26,48 Aansluiting op de servicedesk (betalen ze al) 38 (licenties) x1,80 = 68,40 Startende deze maand (02-2025) 		Product 11

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Service | Afkoop nog af te boeken uren strippenkaart
Staan nog 14,03 uur open omdat dit verkeerd in Autotask stond. Dus: 14,03 x 115 = 1.613,45 Strippenkaart tegoed = 341,55- ------------------------------------------------- nog openstaand bedrag = 1.271,90 Dit bedrag in overleg splitten maakt 635,95 nog te betalen. 		Product 1

Notes (8)

Datum Action type Assigned to Onderwerp / inhoud
2025-02-18 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2025-02-19 General Ronny Riechelmann (redacted) 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; jveraar@tsv-groep.nl Initiated by Erik Gunther
2025-02-19 Opportunity Update Erik Gunther Opportunity: None, Strippenkaart omzetten naar 5x8 SLA 11 maanden Total Revenue=1344 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 18-02-2025 to 18-02-2025 Opportunity Owner=Riechelmann, Ronny Status=Closed
2025-02-18 General Ronny Riechelmann (redacted) Workflow Rule "[TSV-Opp Stage5] OPP check door Erik" fired.
When an opportunity is: Edited And the following conditions are met: Stage changed to "Stage 5 Closed - WON" Then execute the following actions: Set Probability To "100" Set Projected Close Date To 0 Business Day(s) from Current Time Send notification e-mail ([TSV-Opportunity] Stage 5 overdracht maken) to egunther@tsv-groep.nl Create To-Do(s) Initiated by Ronny Riechelmann
2025-02-18 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 "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 Ronny Riechelmann
2025-02-18 Opportunity Update Ronny Riechelmann (redacted) Opportunity: None, Strippenkaart omzetten naar 5x8 SLA 11 maanden Total Revenue=1344 Probability=100% Changed Status from Stage 4 Contract Sent to Stage 5 Closed - WON Projected Close Date=21-02-2025 Opportunity Owner=Riechelmann, Ronny Changed Status from Active to Closed
2025-02-18 Opportunity Update Ronny Riechelmann (redacted) Opportunity: None, Strippenkaart omzetten naar 5x8 SLA 11 maanden Total Revenue=1344 Probability=100% Sales Stage=Stage 4 Contract Sent Projected Close Date=21-02-2025 Opportunity Owner=Riechelmann, Ronny Status=Active
2025-02-18 Opportunity Update Ronny Riechelmann (redacted) New Opportunity: None, Strippenkaart omzetten naar 5x8 SLA 11 maanden Total Revenue=0 Probability=100% Sales Stage=Stage 4 Contract Sent Projected Close Date=21-02-2025 Opportunity Owner=Riechelmann, Ronny Status=Active
Volledige record uit Autotask 
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