Autotask Toolkit

v 2.21.0 PROD

CMS update/upgrade Lost

📁 SharePoint-folder

Status
Lost
Stage
Stage 5 Closed - LOST
Loss reason
–
Klant
Stichting Leger des Heils Welzijns- en Gezondheidszorg (1315GN10)
Aangemaakt
2021-02-23
Gesloten
–
Lost-datum
2022-02-09

Beschrijving

Deze opportunity sluit ik, omdat deze update/upgrade onderdeel wordt van de upgrade van de gehele communicatieoplossing.

Primary quote

Naam
#643 — CMS update/upgrade
Effectief vanaf
2021-02-22
Vervaldatum
2021-03-23

Eenmalige items (3)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 Engineer [project]
Engineer rol voor werkzaamheden op een project 		Labor 8 € 115,00 € 920,00
2 Project Management
Project management werkzaamheden voor de afdeling projecten van TSV 		Labor 1 € 125,00 € 125,00
3 Professional Services
Voorrijden tabel 1 		Product 1 € 80,00 € 80,00
Subtotaal € 1.125,00
Totaal offerte (excl. BTW) € 1.125,00

Notes (7)

Datum Action type Assigned to Onderwerp / inhoud
2021-11-15 1 KPI Telefonisch contact Frank Lunstroo Gerko is dinsdag 23-11 begonnen met het pre-sales ticket voor de upgrade bij LDH. Deze To Do is om een update te vragen betreffende de status en voortgang. Gerko heeft alle info aangeleverd. Nu wachten op special bid aanbieding vanuit Avaya/Westcon.
2022-02-09 General Frank Lunstroo 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 Frank Lunstroo
2022-02-09 Opportunity Update Frank Lunstroo Opportunity: None, CMS update/upgrade Total Revenue=1125 Probability=25% Changed Status from Stage 2 Qualification to Stage 5 Closed - LOST Projected Close Date=24-01-2022 Opportunity Owner=Lunstroo, Frank Changed Status from Active to Lost
2021-11-08 1 KPI Telefonisch contact Frank Lunstroo Op 8-11 pre-sales ticket aangemaakt, deze To Do is om status en voortgang te bewaken Met Gerko en David de planning besproken voor het oppakken van het pre-sales ticket. Gerko heeft dit gepland voor volgende week dinsdag 23-11. Hij heeft gevraagd of hij ook René Port mag contacten voor afstemmen design. Dit is geen probleem.
2021-11-08 Opportunity Update Frank Lunstroo Opportunity: None, CMS update/upgrade Total Revenue=1125 Probability=25% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 30-09-2021 to 24-01-2022 Opportunity Owner=Lunstroo, Frank Status=Active
2021-06-04 Opportunity Update Frank Lunstroo Opportunity: None, CMS update/upgradeTotal Revenue=1125 Probability=25% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 24-04-2021 to 30-09-2021 Opportunity Owner=Lunstroo, Frank Status=Active
2021-02-23 Opportunity Update Frank Lunstroo New Opportunity: None, CMS update/upgradeTotal Revenue=0 Probability=25% Sales Stage=Stage 2 Qualification Projected Close Date=24-04-2021 Opportunity Owner=Lunstroo, Frank Status=Active
Volledige record uit Autotask 
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