Autotask Toolkit

v 2.13.2 PROD

Volledige DECT meting Zwolle Implemented

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Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Abbott BV (8011BZ4)
Aangemaakt
2021-04-28
Gesloten
2021-06-03

Beschrijving

Wij hebben akkoord voor het uitvoeren van een complete DECT meting voor de vestiging Zwolle. Uitvoering door en conform plan van aanpak van Rene Koopman en Aldert van der Woude. Betaling is 100% na oplevering. Wensdatum voor uitvoering is 16, 17 en 18 juni 2021. Project Manager bij Aura Alliance is mevrouw Sam Stephens. +44 203 869 4867 sam.stephens@auraalliance.com Met haar kunnen de verdere details voor het bezoek en de meting afgestemd worden.

Primary quote

Naam
#692 — Volledige DECT meting Zwolle
Effectief vanaf
2021-04-27
Vervaldatum
2021-05-28

Eenmalige items (4)

# Artikel of dienst Item type Aantal
1 Engineer [project]
Engineer rol voor werkzaamheden op een project 		Labor 24
2 Project Management
Project management werkzaamheden voor de afdeling projecten van TSV 		Labor 2
3 Professional Services
Voorrijden tabel 2 		Product 4
4 Professional Services
Inhuur Aldert van der Woude 		Product 24

Notes (9)

Datum Action type Assigned to Onderwerp / inhoud
2021-06-28 Opportunity Update Frank Lunstroo Opportunity: None, Volledige DECT meting ZwolleTotal Revenue=4660 Probability=100% Sales Stage=Stage 6 - Handover Projected Close Date=03-06-2021 Opportunity Owner=Lunstroo, Frank Status=Implemented
2021-04-28 4 KPI Email verstuurd Frank Lunstroo Op 28-4 offerte aangeleverd voor DECT meting. Deze To Do is om status voortgang te achterhalen.
2021-06-03 General Frank Lunstroo 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 Frank Lunstroo
2021-06-03 Opportunity Update Frank Lunstroo Opportunity: None, Volledige DECT meting ZwolleTotal Revenue=4660 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=03-06-2021 Opportunity Owner=Lunstroo, Frank Status=Closed
2021-06-03 General Frank Lunstroo 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 revers@tsv-groep.nl Initiated by Frank Lunstroo
2021-06-03 General Frank Lunstroo 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 Frank Lunstroo
2021-06-03 Opportunity Update Frank Lunstroo Opportunity: None, Volledige DECT meting ZwolleTotal Revenue=4660 Changed Probability from 25% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 27-06-2021 to 03-06-2021 Opportunity Owner=Lunstroo, Frank Changed Status from Active to Closed
2021-04-28 Opportunity Update Frank Lunstroo Opportunity: None, Volledige DECT meting ZwolleTotal Revenue=4660 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=27-06-2021 Opportunity Owner=Lunstroo, Frank Status=Active
2021-04-28 Opportunity Update Frank Lunstroo New Opportunity: None, Volledige DECT meting ZwolleTotal Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=27-06-2021 Opportunity Owner=Lunstroo, Frank Status=Active
Volledige record uit Autotask 
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