Autotask Toolkit

v 2.13.2 PROD

Upgrade IP Office Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 6 - Handover
Win reason
–
Klant
Bauerfeind Benelux BV (2031BK1)
Aangemaakt
2020-09-07
Gesloten
2020-10-06

Beschrijving

Afgelopen week bij de klant op bezoek geweest. Hebben de wens om hun IP Office te gaan upgraden. Dit willen zij doen op basis van de huidige set-up. on premise. Klant heeft akkoord gegeven op de upgrade en de aanschaf van Power User licenties. In de calculatie staan 8 Power User licenties, de klant wilt er echter 5. Dus bij bestellen, 5 power user licenties. Verder is het een platte upgrade. Betalingscondities: 90% vooraf en 10% achteraf. Getekende OB staat in Sharepoint.

Primary quote

Naam
#528 — Upgrade IP Office
Effectief vanaf
2020-10-05
Vervaldatum
2020-10-06

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Professional Services
Deze klant neemt 'PS diensten' af van TSV. 		Product 1
2 Telefonie
Deze klant neemt 'telefonie diensten of producten' af van TSV. 		Product 1

Notes (9)

Datum Action type Assigned to Onderwerp / inhoud
2020-10-06 General Redacted Resource (redacted) 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 equal to "Standaard (projecten)" Stage changed to "Stage 6 - Handover" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Opportunity - Stage 6 Handover) to akik@tsv-groep.nl; bsyed@tsv-groep.nl; dhammel@tsv-groep.nl; flunstroo@tsv-groep.nl Initiated by Thijs de Boer
2020-10-06 Opportunity Update Redacted Resource (redacted) Opportunity: None, Upgrade IP OfficeTotal Revenue=1639 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=06-10-2020 Opportunity Owner=Boer, Thijs de Status=Closed
2020-10-06 Opportunity Update Redacted Resource (redacted) Closed Date: 06-10-2020 Notified: Subject: Closed Opportunity for Bauerfeind Benelux BV (2031BK1) Body:
2020-10-06 General Redacted Resource (redacted) 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 equal to "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) aanmaken kostenplaats) to akik@tsv-groep.nl; revers@tsv-groep.nl Initiated by Thijs de Boer
2020-10-06 General Redacted Resource (redacted) Workflow Rule "[TSV-Opp WON] Opportunity closed & WON - notify project team" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category equal to "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 akik@tsv-groep.nl; bsyed@tsv-groep.nl; dhammel@tsv-groep.nl; flunstroo@tsv-groep.nl Initiated by Thijs de Boer
2020-10-06 Opportunity Update Redacted Resource (redacted) Opportunity: None, Upgrade IP OfficeTotal Revenue=1639 Changed Probability from 50% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 15-12-2020 to 06-10-2020 Opportunity Owner=Boer, Thijs de Changed Status from Active to Closed
2020-10-01 Opportunity Update Redacted Resource (redacted) Opportunity: None, Upgrade IP OfficeTotal Revenue=0 Probability=50% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=15-12-2020 Opportunity Owner=Boer, Thijs de Status=Active
2020-10-01 Opportunity Update Redacted Resource (redacted) Opportunity: None, Upgrade IP OfficeTotal Revenue=0 Probability=50% Sales Stage=Stage 1 First Contact Projected Close Date=15-12-2020 Opportunity Owner=Boer, Thijs de Status=Active
2020-09-07 Opportunity Update Redacted Resource (redacted) New Opportunity: None, Upgrade IP Office + omzetten ISDN-20Total Revenue=0 Probability=50% Sales Stage=Stage 1 First Contact Projected Close Date=15-12-2020 Opportunity Owner=Boer, Thijs de Status=Active
Volledige record uit Autotask 
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