Autotask Toolkit

v 2.13.2 PROD

FD Media- Upgrade Avaya Implemented

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Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
FD Mediagroep (1097BL173)
Aangemaakt
2025-05-28
Gesloten
2025-08-08

Beschrijving

Akkoord ontvangen voor de upgrade van de IPO naar release 12.1 16 uur engineering 4 uur PM 1 x voorrijden urencalculatie staat in de inkoopmap Voor de planning graag contact opnemen met Gerben Wichers <gerben.wichers@fdmediagroep.nl> ----------------------------------------------------------------------------------------- Dit is een PROJECT opportunity (dus niet voor een losse opdracht) Aandachtspunten: - Ongeacht wie bestaande contractant is (Provider X of TSV-Connect), de klant dient altijd een formele opzegging te doen. Daarnaast is de klant altijd verantwoordelijk voor het geven van de nummer informatie en goedkeuring voor portering. - Denk na over de start van de facturatie van verschillende onderdelen, zorg dat dit actief is besproken in het offerte traject. - Bij bestaande klanten op TSV-Groep checken bij wijziging dienstverlening of deze ook in andere BV's bekend is binnen Exact. Bijv. Beheer of Connect.

Primary quote

Naam
#1855 — FD Media- Upgrade Avaya
Effectief vanaf
2025-06-09
Vervaldatum
2025-07-10

Eenmalige items (3)

# Artikel of dienst Item type Aantal
1 Engineer [project]
Engineer rol voor werkzaamheden op een project 		Labor 16
2 Project Management
Project management werkzaamheden voor de afdeling projecten van TSV 		Labor 4
3 Voorrijdkosten (project) Cost 1

Notes (13)

Datum Action type Assigned to Onderwerp / inhoud
2025-08-07 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2025-08-08 General Jeroen Waldram 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
2025-08-08 General Jeroen Waldram 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 "Project or Standaard (projecten)" Stage changed to "Stage 6 - Handover" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Project - Stage 6 Handover) to akik@tsv-groep.nl; bsyed@tsv-groep.nl; flunstroo@tsv-groep.nl; jveraar@tsv-groep.nl Initiated by Erik Gunther
2025-08-08 Opportunity Update Erik Gunther Opportunity: None, FD Media- Upgrade Avaya Total Revenue=2475 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 07-08-2025 to 07-08-2025 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2025-08-07 General Jeroen Waldram 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 Jeroen Waldram
2025-08-07 General Jeroen Waldram 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
2025-08-07 General Jeroen Waldram Workflow Rule "[TSV-Opp WON] Project closed & WON - notify project team" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category in list "Project 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 Jeroen Waldram
2025-08-07 Opportunity Update Jeroen Waldram Opportunity: None, FD Media- Upgrade Avaya Total Revenue=2475 Changed Probability from 50% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=08-08-2025 Opportunity Owner=Waldram, Jeroen Status=Active
2025-07-10 Opportunity Update Jeroen Waldram Opportunity: None, FD Media- Upgrade Avaya Total Revenue=4205 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 10-07-2025 to 08-08-2025 Opportunity Owner=Waldram, Jeroen Status=Active
2025-06-10 Opportunity Update Jeroen Waldram Opportunity: None, FD Media- Upgrade Avaya Total Revenue=4205 Probability=50% Sales Stage=Stage 3 Proposal Sent Projected Close Date=10-07-2025 Opportunity Owner=Waldram, Jeroen Status=Active
2025-06-10 Opportunity Update Jeroen Waldram Opportunity: None, FD Media- Upgrade Avaya, Scantalk en SBC Total Revenue=4205 Probability=50% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Changed Projected Close Date from 08-08-2025 to 10-07-2025 Opportunity Owner=Waldram, Jeroen Status=Active
2025-05-28 Opportunity Update Jeroen Waldram Opportunity: None, FD Media- Upgrade Avaya, Scantalk en SBC Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=08-08-2025 Opportunity Owner=Waldram, Jeroen Status=Active
2025-05-28 Opportunity Update Jeroen Waldram New Opportunity: None, FD Media- Upgrade Avaya, Scantalk en SBC Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=08-08-2025 Opportunity Owner=Waldram, Jeroen Status=Active
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