Autotask Toolkit

v 2.23.0 PROD

upgrade en service Lost

📁 SharePoint-folder

Status
Lost
Stage
Stage 5 Closed - LOST
Loss reason
–
Klant
YKK Nederland BV (8606JR5)
Aangemaakt
2020-01-14
Gesloten
–
Lost-datum
2021-07-29

Beschrijving

Klant kwam van de KPN-lijst, omdat zij op dat moment nog een Avaya IP Office hadden draaien. Jeffrey is met deze klant hierover in gesprek gegaan, maar ook hier is geen verdere opvolging geweest. Komende maand wordt bij deze klant de Avaya IP Office vervangen door KPN één.

Primary quote

Naam
#255 — upgrade en service
Effectief vanaf
2020-01-13
Vervaldatum
2020-02-14

Eenmalige items (2)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 Telefonie
Deze klant neemt 'telefonie diensten of producten' af van TSV. 		Product 1 € 1.087,00 € 1.087,00
2 Professional Services
Deze klant neemt 'PS diensten' af van TSV. 		Product 1 € 2.214,00 € 2.214,00
Subtotaal € 3.301,00

Overig periodiek (1)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 Service
Deze klant neemt 'beheer diensten' af van TSV. 		Product 5 € 1.200,00 € 6.000,00
Subtotaal € 6.000,00
Totaal offerte (excl. BTW) € 9.301,00

Notes (10)

Datum Action type Assigned to Onderwerp / inhoud
2023-02-20 1 KPI Telefonisch contact Ronny Riechelmann (redacted) Gaan binnen 2 maanden over op volledig Cloud van KPN One. Dit wordt overigen ook geregeld door hun vaste IT-partner.
2021-07-29 General Redacted Resource (redacted) Workflow Rule "[TSV-Opp LOST] Opportunity closed & LOST - notify salesmanager" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category in list "Standaard (aanpassing 1 AV) OR Standaard (projecten)" Stage changed to "Stage 5 Closed - LOST" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Opportunity Closed (LOST)) to aveldkamp@tsv-groep.nl; flunstroo@tsv-groep.nl; ldehaan@tsv-groep.nl Initiated by Thijs de Boer
2021-07-29 Opportunity Update Redacted Resource (redacted) Opportunity: None, upgrade en service Total Revenue=3801 Probability=0% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - LOST Projected Close Date=31-12-2021 Opportunity Owner=Boer, Thijs de Changed Status from Active to Lost
2021-06-07 Opportunity Update Frank Lunstroo Opportunity: None, upgrade en serviceTotal Revenue=3801 Changed Probability from 50% to 0% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 06-01-2021 to 31-12-2021 Changed Opportunity Owner from Lunstroo, Frank to Boer, Thijs de Status=Active
2020-12-29 Opportunity Update Frank Lunstroo Opportunity: None, upgrade en serviceTotal Revenue=3801 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 31-10-2020 to 06-01-2021 Opportunity Owner=Lunstroo, Frank Status=Active
2020-12-29 Opportunity Update Frank Lunstroo Opportunity: None, upgrade en serviceTotal Revenue=3801 Probability=50% Sales Stage=Stage 3 Proposal Sent Projected Close Date=31-10-2020 Changed Opportunity Owner from Heijer, Jeffrey den to Lunstroo, Frank Status=Active
2020-05-01 Opportunity Update Redacted Resource (redacted) Opportunity: None, upgrade en serviceTotal Revenue=3801 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 30-04-2020 to 31-10-2020 Opportunity Owner=Heijer, Jeffrey den Status=Active
2020-04-01 Opportunity Update Redacted Resource (redacted) Opportunity: None, upgrade en serviceTotal Revenue=3801 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 31-03-2020 to 30-04-2020 Opportunity Owner=Heijer, Jeffrey den Status=Active
2020-03-02 Opportunity Update Redacted Resource (redacted) Opportunity: None, upgrade en serviceTotal Revenue=3801 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 29-02-2020 to 31-03-2020 Opportunity Owner=Heijer, Jeffrey den Status=Active
2020-01-14 Opportunity Update Redacted Resource (redacted) New Opportunity: None, upgrade en serviceTotal Revenue=0 Probability=50% Sales Stage=Stage 3 Proposal Sent Projected Close Date=29-02-2020 Opportunity Owner=Heijer, Jeffrey den Status=Active
Volledige record uit Autotask 
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