Autotask Toolkit

v 2.13.2 PROD

Logicx Beheer training op locatie Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Logicx Mobiliteit BV (7324AE7B)
Aangemaakt
2022-03-02
Gesloten
2022-03-03

Beschrijving

Getekende orderbevestiging ontvangen voor een beheer training op locatie (1 dagdeel). Documenten staan in de mappen. Mijn collega Joke heeft het beheer op zich genomen van onze telefooncentrale. Graag zou ze wat meer info willen hebben van deze omgeving. Je praat dan over eindstations als telefonie, centrale, CIP verbinding etc, dus van A tot Z. Is het mogelijk dat een techneut van jullie eens met Joke om tafel gaat zitten om dit door te spreken? Puur informatief… Gesproken met Joke, een beheertraining op locatie is precies wat ze wil.

Primary quote

Naam
#903 — Logicx Beheer training op locatie
Effectief vanaf
2022-03-02
Vervaldatum
2022-04-03

Beheer training

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Engineer [project]
Beheertraining op locatie 		Labor 4
2 Voorrijdkosten
1x voorrijkosten 		Cost 1

Notes (8)

Datum Action type Assigned to Onderwerp / inhoud
2022-03-03 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
2022-03-03 Opportunity Update Jeroen Waldram Opportunity: None, Logicx Beheer training op locatie Total Revenue=585 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=03-03-2022 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2022-03-03 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
2022-03-03 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
2022-03-03 Opportunity Update Jeroen Waldram Opportunity: None, Logicx Beheer training op locatie Total Revenue=585 Probability=100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=03-03-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-03-03 Opportunity Update Jeroen Waldram Opportunity: None, Logicx Beheer training op locatie Total Revenue=0 Changed Probability from 50% to 100% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 09-03-2022 to 03-03-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-03-03 Opportunity Update Jeroen Waldram Opportunity: None, Logicx Beheer training op locatie Total Revenue=0 Probability=50% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=09-03-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-03-02 Opportunity Update Jeroen Waldram New Opportunity: None, Logicx Beheer training op locatie Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=09-03-2022 Opportunity Owner=Waldram, Jeroen Status=Active
Volledige record uit Autotask 
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