Autotask Toolkit

v 2.13.2 PROD

Workplace Agent licenties Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 6 - Handover
Win reason
Klant
Acolad Netherlands B.V. (1181KK121)
Aangemaakt
2021-09-24
Gesloten
2021-09-29

Beschrijving

Wij hebben de opdracht ontvangen om de trail licenties om te zetten naar productie licenties voor Workplace Agent licenties, totaal 10 stuks. Operationeel: Het bestellen van de licenties graag in overleg met David Hammel afstemmen. Het laden en activeren wordt door David Hammel gedaan. Financieel: Wij kopen de licenties in en belasten deze per maand per stuk door aan Livewords. Er is bij Richard een aanvraag gedaan voor het aanmaken van een artikelnummer voor: Avaya Workplace Agent licentie. Na levering en activatie dient dit artikel toegevoegd te worden aan CRM en de maandelijkse factuur. Jessica Veraar regelt dit, dus graag haar informeren.

Primary quote

Naam
#790 — Workplace Agent licenties
Effectief vanaf
2021-09-23
Vervaldatum
2021-10-24

Maandelijkse items (1)

# Artikel of dienst Item type Aantal
1 Telefonie
10x Workplace Agent licentie a 17,00 per maand
Product 36

Notes (6)

Datum Action type Assigned to Onderwerp / inhoud
2021-09-29 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; flunstroo@tsv-groep.nl Initiated by Frank Lunstroo
2021-09-29 Opportunity Update Frank Lunstroo Opportunity: None, Workplace Agent licenties Total Revenue=6120 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=29-09-2021 Opportunity Owner=Lunstroo, Frank Status=Closed
2021-09-29 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
2021-09-29 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
2021-09-29 Opportunity Update Frank Lunstroo Opportunity: None, Workplace Agent licenties Total Revenue=6120 Changed Probability from 25% to 100% Changed Status from Stage 2 Qualification to Stage 5 Closed - WON Changed Projected Close Date from 01-10-2021 to 29-09-2021 Opportunity Owner=Lunstroo, Frank Changed Status from Active to Closed
2021-09-24 Opportunity Update Frank Lunstroo New Opportunity: None, Workplace Agent licenties Total Revenue=0 Probability=25% Sales Stage=Stage 2 Qualification Projected Close Date=01-10-2021 Opportunity Owner=Lunstroo, Frank Status=Active
Volledige record uit Autotask
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  "closedDate": "2021-09-29T00:00:00.000Z",
  "companyID": 923,
  "contactID": 30685081,
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