Autotask Toolkit

v 2.21.0 PROD

Geannuleerd Espria 5 x Softphone licentie voor thuiswerkers Lost

📁 SharePoint-folder

Status
Lost
Stage
Stage 5 Closed - LOST
Loss reason
–
Klant
Espria (9411PA1)
Aangemaakt
2021-10-21
Gesloten
–
Lost-datum
2021-12-01

Beschrijving

1/12 Offerte is geannuleerd door Marian Kregel, licenties waren voor Evean maar die kunnen deze licenties (nog) niet gebruiken. De offerte 00000890 is akkoord. 5 x AAFD licenties. Deze kunnen jullie factureren onder het genoemde inkoopordernummer ESP02058023. Dat het bedrag hoger is dan de inkooporder: Dit zal ik vermelden in ons systeem. Marian Kregel Medewerker Bedrijfsbureau Shared Service Center Espria / Inkoop Klant wil 5 stuks Softphone licentie voor thuiswerkers. betreft AACC Agents die ook thuis willen werken. Benodigde licenties AAFD. Factuur 100% bij opdracht! Let op! Verzoek is direct te bestellen vanwege wijziging Licentiestructuur Avaya (deadline 10 december)

Primary quote

Naam
#817 — Espria 5 x Softphone licentie voor thuiswerkers
Effectief vanaf
2021-10-24
Vervaldatum
2021-11-25

5 x AAFD licenties

Maandelijkse items (2)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 Service
Supplement Avaya Software Support and Upgrade advanced 3YR an 		Product 15 € 36,25 € 543,75
2 Service
Deze klant neemt 'beheer diensten' af van TSV. 		Product 15 € 31,90 € 478,50
Subtotaal € 1.022,25

Eenmalige items (2)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 Telefonie
AAFD (Agent for Desktop) Licenties voor Softphones 		Product 5 € 450,00 € 2.250,00
2 Engineer [change]
Engineer rol voor werkzaamheden op een change ticket 		Labor 2 € 115,00 € 230,00
Subtotaal € 2.480,00
Totaal offerte (excl. BTW) € 3.502,25
  • Autotask kent geen looptijd op een offerte. Of het maandelijkse subtotaal een bedrag per maand is of de waarde over de hele looptijd, hangt af van hoe Aantal is ingevuld — de toolkit kan dat niet afleiden.

Notes (12)

Datum Action type Assigned to Onderwerp / inhoud
2021-12-01 General Jeroen Waldram 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 Jeroen Waldram
2021-12-01 Opportunity Update Jeroen Waldram Opportunity: None, Geannuleerd Espria 5 x Softphone licentie voor thuiswerkers Total Revenue=3502 Changed Probability from 100% to 0% Changed Status from Stage 6 - Handover to Stage 5 Closed - LOST Projected Close Date=30-11-2021 Opportunity Owner=Waldram, Jeroen Changed Status from Closed to Lost
2021-11-30 General Jeroen Waldram 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 Jeroen Waldram
2021-11-30 Opportunity Update Jeroen Waldram Opportunity: None, Espria 5 x Softphone licentie voor thuiswerkers Total Revenue=3502 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=30-11-2021 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2021-11-30 General Jeroen Waldram 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 Jeroen Waldram
2021-11-30 General Jeroen Waldram 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 Jeroen Waldram
2021-11-30 Opportunity Update Jeroen Waldram Opportunity: None, Espria 5 x Softphone licentie voor thuiswerkers Total Revenue=3502 Changed Probability from 50% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 03-12-2021 to 30-11-2021 Opportunity Owner=Waldram, Jeroen Status=Active
2021-11-29 Opportunity Update Jeroen Waldram Opportunity: None, Espria 5 x Softphone licentie voor thuiswerkers Total Revenue=4933 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 04-11-2021 to 03-12-2021 Opportunity Owner=Waldram, Jeroen Status=Active
2021-10-21 4 KPI Email contact Jeroen Waldram Offerte maken voor 5 thuiswerkers AAFD licenties Voorstel maar M. Kregel verzonden
2021-10-25 Opportunity Update Jeroen Waldram Opportunity: None, Espria 5 x Softphone licentie voor thuiswerkers Total Revenue=0 Probability=50% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=04-11-2021 Opportunity Owner=Waldram, Jeroen Status=Active
2021-10-21 Opportunity Update Jeroen Waldram Opportunity: None, Espria 5 x Softphone licentie voor thuiswerkers Total Revenue=0 Probability=50% Changed Status from Stage 1 First Contact to Stage 2 Qualification Projected Close Date=04-11-2021 Opportunity Owner=Waldram, Jeroen Status=Active
2021-10-21 Opportunity Update Jeroen Waldram New Opportunity: None, Espria 5 x Softphone licentie voor thuiswerkers Total Revenue=0 Probability=50% Sales Stage=Stage 1 First Contact Projected Close Date=04-11-2021 Opportunity Owner=Waldram, Jeroen Status=Active
Volledige record uit Autotask 
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  "description": "1/12 Offerte is geannuleerd door Marian Kregel, licenties waren voor Evean maar die kunnen deze licenties (nog) niet gebruiken. \n\n\nDe offerte 00000890 is akkoord. 5 x AAFD licenties. Deze kunnen jullie factureren onder het genoemde inkoopordernummer ESP02058023.\nDat het bedrag hoger is dan de inkooporder: Dit zal ik vermelden in ons systeem.\n\nMarian Kregel\nMedewerker Bedrijfsbureau\nShared Service Center Espria / Inkoop\n\nKlant wil 5 stuks Softphone licentie voor thuiswerkers. betreft AACC Agents die ook thuis willen werken.\nBenodigde licenties AAFD. Factuur 100% bij opdracht!\n\nLet op! Verzoek is direct te bestellen vanwege wijziging Licentiestructuur Avaya (deadline 10 december)",
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  "title": "Geannuleerd Espria 5 x Softphone licentie voor thuiswerkers",
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