Autotask Toolkit

v 2.13.2 PROD

Vervangen CCR Wallboard --> ACR Wallboard Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Distrivers BV (7901TG5)
Aangemaakt
2021-01-20
Gesloten
2021-03-01

Beschrijving

AKKOORD Klant is akkoord met de aanschaf van 10 ACR Contact Center Agent licentie en de Basis licentie ACR 1-100 users. De klant hoeft alleen de licentie codes te ontvangen, implementatie kunnen zij zelf. Er moet nog een nieuwe inkoopquote worden aangevraagd bij Xima Chronicall door Oscar, omdat de aantallen zijn aangepast ten opzichte van de aanvraag van de klant. (10 Contact Center Agent licenties i.p.v. de 20 van de orginele aanvraag).

Primary quote

Naam
#647 — Vervangen CCR Wallboard --> ACR Wallboard
Effectief vanaf
2021-02-28
Vervaldatum
2021-03-31

Eenmalige items (1)

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

Overig periodiek (1)

# Artikel of dienst Item type Aantal
1 Service
Deze klant neemt 'beheer diensten' af van TSV. 		Product 5

Notes (7)

Datum Action type Assigned to Onderwerp / inhoud
2021-03-01 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 in list "Standaard (aanpassing 1 AV) OR 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
2021-03-01 Opportunity Update Redacted Resource (redacted) Opportunity: None, Vervangen CCR Wallboard --> ACR WallboardTotal Revenue=9042 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=01-03-2021 Opportunity Owner=Boer, Thijs de Status=Closed
2021-03-01 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 in list "Standaard (aanpassing 1 AV) 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) aanmaken kostenplaats) to akik@tsv-groep.nl; revers@tsv-groep.nl Initiated by Thijs de Boer
2021-03-01 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 in list "Standaard (aanpassing 1 AV) 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 Thijs de Boer
2021-03-01 Opportunity Update Redacted Resource (redacted) Opportunity: None, Vervangen CCR Wallboard --> ACR WallboardTotal Revenue=9042 Changed Probability from 75% to 100% Changed Status from Stage 2 Qualification to Stage 5 Closed - WON Changed Projected Close Date from 31-03-2021 to 01-03-2021 Opportunity Owner=Boer, Thijs de Changed Status from Active to Closed
2021-03-01 Opportunity Update Redacted Resource (redacted) Opportunity: None, Vervangen CCR Wallboard --> ACR WallboardTotal Revenue=14129 Probability=75% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 27-01-2021 to 31-03-2021 Opportunity Owner=Boer, Thijs de Status=Active
2021-01-20 Opportunity Update Redacted Resource (redacted) New Opportunity: None, Vervangen CCR Wallboard --> ACR WallboardTotal Revenue=0 Probability=75% Sales Stage=Stage 2 Qualification Projected Close Date=27-01-2021 Opportunity Owner=Boer, Thijs de Status=Active
Volledige record uit Autotask 
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