Autotask Toolkit

v 2.13.2 PROD

Opwaarderen strippenkaart Implemented

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Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Johan de Witt Scholengroep (2526KB127-129)
Aangemaakt
2021-12-24
Gesloten
2022-03-09

Beschrijving

Wij hebben akkoord voor het opwaarderen van de strippenkaart.

Primary quote

Naam
#863 — Opwaarderen strippenkaart
Effectief vanaf
2021-12-23
Vervaldatum
2022-01-24

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Engineer [change]
Engineer rol voor werkzaamheden op een change ticket
Labor 12

Notes (12)

Datum Action type Assigned to Onderwerp / inhoud
2021-12-24 1 KPI Telefonisch contact Frank Lunstroo Op 24-12 OB gestuurd voor opwaarderen strippenkaart. Deze To Do is om op te volgen en tot afronding te komen. Akkoord voor opwaarderen strippenkaart ontvangen.
2022-03-08 1 KPI Telefonisch contact Frank Lunstroo Op 8-3 gebeld. Monja niet bereikbaar, via receptie terugbelverzoek achtergelaten. Met daarbij naam, offerte stippenkaart als referentie. Deze To Do is ter bewaking en opvolging van de opportunity. Via Monja doorverwezen naar Wing Lo. Inmiddels zijn akkoord ontvangen voor het opwaarderen van de strippenkaart.
2022-03-09 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
2022-03-09 Opportunity Update Frank Lunstroo Opportunity: None, Opwaarderen strippenkaart Total Revenue=1380 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=09-03-2022 Opportunity Owner=Lunstroo, Frank Status=Closed
2022-03-09 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
2022-03-09 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
2022-03-09 Opportunity Update Frank Lunstroo Opportunity: None, Opwaarderen strippenkaart Total Revenue=1380 Changed Probability from 25% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 18-03-2022 to 09-03-2022 Opportunity Owner=Lunstroo, Frank Changed Status from Active to Closed
2022-03-09 Opportunity Update Frank Lunstroo Monja belde mij terug. Zij heeft de offerte bij Wing Lo neergelegd. Hij gaat over financiële zaken, zij alleen over uitvoering. Daarna Wing gebeld en hem uitgelegd wat het betreft. Is hem duidelijk. Hij gaat de offerte erbij zoeken en voorleggen voor goedkeuring. Tevens is Wing Lo geïnteresseerd of er software en upgrade protectie is opgenomen in hun serviceovereenkomst. Dit ga ik even uitzoeken en terugkoppelen.
2022-03-08 Opportunity Update Frank Lunstroo Opportunity: None, Opwaarderen strippenkaart Total Revenue=1380 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 16-02-2022 to 18-03-2022 Opportunity Owner=Lunstroo, Frank Status=Active
2022-02-09 Opportunity Update Frank Lunstroo Opportunity: None, Opwaarderen strippenkaart Total Revenue=1380 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 12-01-2022 to 16-02-2022 Opportunity Owner=Lunstroo, Frank Status=Active
2021-12-24 Opportunity Update Frank Lunstroo Opportunity: None, Opwaarderen strippenkaart Total Revenue=1840 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=12-01-2022 Opportunity Owner=Lunstroo, Frank Status=Active
2021-12-24 Opportunity Update Frank Lunstroo New Opportunity: None, Opwaarderen strippenkaart Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=12-01-2022 Opportunity Owner=Lunstroo, Frank Status=Active
Volledige record uit Autotask
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