Autotask Toolkit

v 2.13.2 PROD

Trainingen en go-live support Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 5 Closed - LOST
Win reason
Klant
Acolad Netherlands B.V. (1181KK121)
Aangemaakt
2021-06-16
Gesloten
2022-07-12

Beschrijving

Klant wil graag trainingen en support van Impliciet, waarbij ook de IMS applicatie moet worden uitgelegd aan de gebruikers

Primary quote

Naam
#740 — Trainingen en go-live support
Effectief vanaf
2021-06-15
Vervaldatum
2021-07-16

Training wordt 1:1 doorgezet, wij bieden extra uren aan voor de voorbereiding (4 dagen)

Geen line-items bekend voor deze quote. (QuoteItems-sync nog niet gedraaid? Trigger via /synchronisatie.)

Notes (6)

Datum Action type Assigned to Onderwerp / inhoud
2022-07-12 Opportunity Update David Hammel Opportunity: None, Trainingen en go-live support Total Revenue=0 Probability=75% Sales Stage=Stage 5 Closed - LOST Projected Close Date=30-06-2021 Opportunity Owner=Hammel, David Changed Status from Active to Closed
2021-08-18 General David Hammel 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 David Hammel
2021-08-18 Opportunity Update David Hammel Opportunity: None, Trainingen en go-live support Total Revenue=0 Probability=75% Changed Status from Stage 1 First Contact to Stage 5 Closed - LOST Projected Close Date=30-06-2021 Opportunity Owner=Hammel, David Status=Active
2021-08-18 Opportunity Update David Hammel Opportunity: None, Trainingen en go-live support Total Revenue=0 Probability=75% Sales Stage=Stage 1 First Contact Projected Close Date=30-06-2021 Opportunity Owner=Hammel, David Status=Active
2021-08-18 1 KPI Telefonisch contact David Hammel Klant heeft vanwege de hoge kosten ervoor gekozen om geen gebruik te maken van Impliciet voor de trainingen. In plaats daarvan gaan ze zelf de trainingen geven.
2021-06-16 Opportunity Update David Hammel New Opportunity: None, Trainingen en go-live supportTotal Revenue=0 Probability=75% Sales Stage=Stage 1 First Contact Projected Close Date=30-06-2021 Opportunity Owner=Hammel, David Status=Active
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