Extra gebruiker Elevate Implemented

Status: Implemented
Stage: Stage 6 - Handover
Win reason: –

Klant: Unsworth & Associates (1019GM95A)
Aangemaakt: 2025-03-31
Gesloten: 2025-03-31

Beschrijving

Akkoord op: Eenmalig: 1x Yealink T33G 1x Order en verzendkosten Maandelijk 1x Elevate essentials licentie 1x Comfort SLA per gebruiker Toestel moet bij Intermedia worden besteld.

Primary quote

Naam: #1798 — Extra gebruiker Elevate
Effectief vanaf: 2025-03-30
Vervaldatum: 2025-04-30

Maandelijkse items (2)

#	Artikel of dienst	Item type	Aantal	Stuksprijs	Regeltotaal
1	Comfort SLA per gebruiker Deze klant neemt 'beheer diensten' af van TSV.	Product	41	€ 1,97	€ 80,77
2	Elevate Essentials Deze klant neemt 'telefonie diensten of producten' af van TSV.	Product	41	€ 16,43	€ 673,63
Subtotaal					€ 754,40

Eenmalige items (2)

#	Artikel of dienst	Item type	Aantal	Stuksprijs	Regeltotaal
1	Order en verzendkosten Deze klant neemt 'PS diensten' af van TSV.	Product	1	€ 17,50	€ 17,50
2	Yealink T33G Deze klant neemt 'telefonie diensten of producten' af van TSV.	Product	1	€ 125,00	€ 125,00
Subtotaal					€ 142,50

Totaal offerte (excl. BTW)	€ 896,90

Autotask kent geen looptijd op een offerte. Of het maandelijkse subtotaal een bedrag per maand is of de waarde over de hele looptijd, hangt af van hoe Aantal is ingevuld — de toolkit kan dat niet afleiden.

Notes (8)

Datum	Action type	Assigned to	Onderwerp / inhoud
2025-03-31	9 Opportunity overdracht	Erik Gunther	OPP checken en doorzetten
2025-03-31	General	Erik Gunther	Workflow Rule "[TSV-Opp Stage6] Opportunity ready for handover - notify Alex" fired. When an opportunity is: Edited And the following conditions are met: Stage changed to "Stage 6 - Handover" Then execute the following actions: Send notification e-mail (Opp. Stage 6 Alex) to aveldkamp@tsv-groep.nl Initiated by Erik Gunther
2025-03-31	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; jveraar@tsv-groep.nl Initiated by Erik Gunther
2025-03-31	Opportunity Update	Erik Gunther	Opportunity: None, Extra gebruiker Elevate Total Revenue=897 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 31-03-2025 to 31-03-2025 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2025-03-31	General	Erik Gunther	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 Erik Gunther
2025-03-31	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
2025-03-31	Opportunity Update	Erik Gunther	Opportunity: None, Extra gebruiker Elevate Total Revenue=897 Probability=25% Changed Status from Stage 1 First Contact to Stage 5 Closed - WON Changed Projected Close Date from 01-04-2025 to 31-03-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-03-31	Opportunity Update	Erik Gunther	New Opportunity: None, Extra gebruiker Elevate Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=01-04-2025 Opportunity Owner=Gunther, Erik Status=Active

Volledige record uit Autotask

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