Autotask Toolkit

v 2.13.2 PROD

2x Mitel 6940W Implemented

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Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Cortel Technologies LLC (2NJ08873)
Aangemaakt
2025-12-22
Gesloten
2025-12-23

Beschrijving

LET OP, Afwijkende betaalvoorwaarden Akkoord ontvangen op: 2x Mitel 6940W - Businesscom - 50008387 1x Order en verzendkosten PO nr: SO#372946 Scott and Scott Aflever adres: Scott and Scott LLC 1 CHANCERY LANE London, UK WC2A 1L Betaling 100% vooraf ____ Originele aanvraag ____Erik, in the past my colleague Andrew Ramsey had inquired and we had subsequently purchased Mitel phones for our customer in Amsterdam. As he had stated we are a Mitel partner in the US with a customer who has offices in UK, Amsterdam and Germany. We are now looking for Mitel 6940s for our customers location in the UK. Are you able to support this request? We would need 2 Mitel 6940 telephones they can be either the Mitel 6940 or 6940W whichever you currently have stock of. If you can accommodate this, can you please provide us with a Quotation for this The phones would need to be shipped to Scott and Scott LLC 1 CHANCERY LANE London, UK WC2A 1L

Primary quote

Naam
#1953 — 2x Mitel 6940W
Effectief vanaf
2025-12-22
Vervaldatum
2026-01-23

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Mitel 6940
Deze klant neemt 'telefonie diensten of producten' af van TSV. 		Product 2
2 Order en verzendkosten
Deze klant neemt 'PS diensten' af van TSV. 		Product 1

Notes (8)

Datum Action type Assigned to Onderwerp / inhoud
2025-12-23 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2025-12-23 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
2025-12-23 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
2025-12-23 Opportunity Update Erik Gunther Opportunity: None, 2x Mitel 6940W Total Revenue=886 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 23-12-2025 to 23-12-2025 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2025-12-23 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
2025-12-23 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
2025-12-23 Opportunity Update Erik Gunther Opportunity: None, 2x Mitel 6940W Total Revenue=886 Probability=25% Changed Status from Stage 1 First Contact to Stage 5 Closed - WON Projected Close Date=24-12-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-12-22 Opportunity Update Erik Gunther New Opportunity: None, 2x Mitel 6940W Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=24-12-2025 Opportunity Owner=Gunther, Erik Status=Active
Volledige record uit Autotask 
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