Autotask Toolkit

v 2.13.2 PROD

Verlengen Service overeenkomst met 1 jaar Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Shell (1066VH2)
Aangemaakt
2022-03-09
Gesloten
2022-03-14

Beschrijving

Wij hebben de opdracht ontvangen om de serviceovereenkomst bij Shell voor onsite service en hardware support met een jaar te verlengen. De opdracht is middels een Purchase Order door de Aura Alliance verstrekt en deze staat in de map Getekende documenten. Graag Jessica informeren over dit akkoord, zodat zij dit in de systemen kan verwerken en de facturatie kan aansturen.

Primary quote

Naam
#915 — Verlengen Service overeenkomst met 1 jaar
Effectief vanaf
2022-03-08
Vervaldatum
2022-04-09

Overig periodiek (1)

# Artikel of dienst Item type Aantal
1 Service
Service prijs per poort a 1,55. Totaal 2905 poort. Is per maand 4502,75 Voor het jaar 2022-2023 een eenmalige korting gegeven van 4.033,00 op jaarbasis
Product 1

Notes (8)

Datum Action type Assigned to Onderwerp / inhoud
2022-04-08 Opportunity Update David Hammel Opportunity: None, Verlengen Service overeenkomst met 1 jaar Total Revenue=4167 Probability=100% Sales Stage=Stage 6 - Handover Projected Close Date=14-03-2022 Opportunity Owner=Lunstroo, Frank Changed Status from Closed to Implemented
2022-03-14 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
2022-03-14 Opportunity Update Frank Lunstroo Opportunity: None, Verlengen Service overeenkomst met 1 jaar Total Revenue=4167 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=14-03-2022 Opportunity Owner=Lunstroo, Frank Status=Closed
2022-03-14 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
2022-03-14 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
2022-03-14 Opportunity Update Frank Lunstroo Opportunity: None, Verlengen Service overeenkomst met 1 jaar Total Revenue=4167 Probability=100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=14-03-2022 Opportunity Owner=Lunstroo, Frank Changed Status from Active to Closed
2022-03-14 Opportunity Update Frank Lunstroo Opportunity: None, Verlengen Service overeenkomst met 1 jaar Total Revenue=4167 Changed Probability from 50% to 100% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 23-03-2022 to 14-03-2022 Opportunity Owner=Lunstroo, Frank Status=Active
2022-03-09 Opportunity Update Frank Lunstroo New Opportunity: None, Verlengen Service overeenkomst met 1 jaar Total Revenue=0 Probability=50% Sales Stage=Stage 3 Proposal Sent Projected Close Date=23-03-2022 Opportunity Owner=Lunstroo, Frank Status=Active
Volledige record uit Autotask
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  "advancedField3": 0.0,
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  "advancedField5": 0.0,
  "amount": 4166.67,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2022-03-14T00:00:00.000Z",
  "companyID": 1003,
  "contactID": 30685489,
  "cost": 0.0,
  "createDate": "2022-03-09T10:37:48.270Z",
  "creatorResourceID": 29682902,
  "description": "Wij hebben de opdracht ontvangen om de serviceovereenkomst bij Shell voor onsite service en hardware support met een jaar te verlengen.\n\nDe opdracht is middels een Purchase Order door de Aura Alliance verstrekt en deze staat in de map Getekende documenten.\n\nGraag Jessica informeren over dit akkoord, zodat zij dit in de systemen kan verwerken en de facturatie kan aansturen.",
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  "ownerResourceID": 29682902,
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  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2022-03-14T00:00:00.000Z",
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  "promotionName": "",
  "quarterlyCost": 0.0,
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  "rating": null,
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  "title": "Verlengen Service overeenkomst met 1 jaar",
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}