Autotask Toolkit

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Unsworth - Voorstel Maxhub 65 inch all-in-one + installatie Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Unsworth & Associates (1019GM95A)
Aangemaakt
2026-02-04
Gesloten
2026-02-11

Beschrijving

Akkoord ontvangen voor de levering en installatie van een Maxhub 65 inch all-in-one inclusief maandelijks beheer. Gewenste installatiedatum is dinsdag 24 maart. Betalingsvoorwaarden: 90/10 Offerte Atis in de inkoop map. Calculatie staat ook in de map. MAXHUB XBoard V7, 65" All-in-One Conference IFP, inc PC Artikelnummer: V6550-MT71E verkoop € 4.125,00 MAXHUB USB-C Wireless Dongle Artikelnummer: WT13M verkoop € 150,00 MAXHUB PIVOT Pivot (Premium) verkoop 50,00 Verzendkosten 120,00 Installatie Aldert 6 uur + voorrijden Verkoop € 875,00 4 uur engineering a 115,00 1x voorrijkosten 135,00 Totaal eenmalig € 5.915,00 Comfort SLA.35,00 per maand - Video Support Maandelijkse kosten van 35,00 worden in de TSV Connect facturatie meegenomen.

Primary quote

Naam
#1983 — Unsworth - Voorstel Maxhub 65 inch all-in-one
Effectief vanaf
2026-02-10
Vervaldatum
2026-03-11

Maandelijkse items (1)

# Artikel of dienst Item type Aantal
1 Service - Comfort SLA
Managed Video support: 		Product 36

Eenmalige items (7)

# Artikel of dienst Item type Aantal
1 Telefonie - Maxhub 65 inch
MAXHUB XBoard V7, 65? All-in-One Conference IFP, inc PC Artikelnummer: V6550-MT71E 		Product 1
2 Telefonie - usb dongle
MAXHUB USB-C Wireless Dongle Artikelnummer: WT13M 		Product 1
3 Telefonie - Pivot
MAXHUB PIVOT Pivot (Premium) 		Product 1
4 Professional Services - verzendkosten
Verzendkosten Atis 		Product 1
5 Engineer [project]
Engineer rol voor werkzaamheden op een project 		Labor 4
6 Voorrijdkosten (project) Cost 1
7 Professional Services - Installatie Aldert
Installatiekosten Aldert Uurtarief inkoop 65,00 voorrijden 85,00 kleinmateriaal 50,00 Verkoop 6 x 115,- en 135, voorrijkosten en 50,00 klein materiaal 		Product 1

Notes (11)

Datum Action type Assigned to Onderwerp / inhoud
2026-02-11 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2026-02-11 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
2026-02-11 General Jeroen Waldram 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
2026-02-11 Opportunity Update Erik Gunther Opportunity: None, Unsworth - Voorstel Maxhub 65 inch all-in-one + installatie Total Revenue=7175 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 11-02-2026 to 11-02-2026 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2026-02-11 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
2026-02-11 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
2026-02-11 Opportunity Update Jeroen Waldram Opportunity: None, Unsworth - Voorstel Maxhub 65 inch all-in-one + installatie Total Revenue=7175 Changed Probability from 50% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=11-02-2026 Opportunity Owner=Waldram, Jeroen Status=Active
2026-02-11 Opportunity Update Jeroen Waldram Opportunity: None, Unsworth - Voorstel Maxhub 65 inch all-in-one Total Revenue=0 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 07-03-2026 to 11-02-2026 Opportunity Owner=Waldram, Jeroen Status=Active
2026-02-11 Opportunity Update Jeroen Waldram Opportunity: None, Unsworth - Voorstel Maxhub 65 inch all-in-one Total Revenue=0 Probability=50% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=07-03-2026 Opportunity Owner=Waldram, Jeroen Status=Active
2026-02-04 4 KPI Email verstuurd Jeroen Waldram Mail naar Sharon en Duncan met Maxhub info 65 inch all-in-one. mail gestuurd
2026-02-04 Opportunity Update Jeroen Waldram New Opportunity: None, Unsworth - Voorstel Maxhub 65 inch all-in-one Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=07-03-2026 Opportunity Owner=Waldram, Jeroen Status=Active
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