Autotask Toolkit

v 2.13.2 PROD

Uitbreiding IP Endpoint licenties Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Stichting Nederlands Fonds voor de Film (1072JS5) (Filmfonds)
Aangemaakt
2022-03-18
Gesloten
2022-03-21

Beschrijving

Akkoord ontvangen voor het leveren van twee IP Endpoint licenties ter uitbreiding. Oscar Hartman heeft een quote gemaakt, deze kan gebruikt worden voor het bestellen van de licenties. Tevens 1 uur arbeid remote voor het laden en activeren van de licenties. Uitvoering afstemmen met Daan Strating, 020 237 98 95 of d.strating@filmfonds.nl Na oplevering Jessica informeren voor het opstellen en verwerken van het supplement op de bestaande serviceovereenkomst.

Primary quote

Naam
#929 — Uitbreiding IP Endpoint licenties
Effectief vanaf
2022-03-17
Vervaldatum
2022-04-18

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Telefonie
Avaya IP Office IP Endpoint licentie (383110)
Product 2
2 Engineer [project]
Aanmaken en installeren licenties
Labor 1

Overig periodiek (1)

# Artikel of dienst Item type Aantal
1 Service
Supplement TSV 5x8
Product 3

Notes (8)

Datum Action type Assigned to Onderwerp / inhoud
2022-03-21 1 KPI Telefonisch contact Frank Lunstroo Op 21-3 orderbevestiging per mail aangeleverd. Deze To Do is ter bewaking en opvolging. Vandaag akkoord ontvangen op de offerte.
2022-03-21 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
2022-03-21 Opportunity Update Frank Lunstroo Opportunity: None, Uitbreiding IP Endpoint licenties Total Revenue=258 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=21-03-2022 Opportunity Owner=Lunstroo, Frank Status=Closed
2022-03-21 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
2022-03-21 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
2022-03-21 Opportunity Update Frank Lunstroo Opportunity: None, Uitbreiding IP Endpoint licenties Total Revenue=258 Probability=100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=21-03-2022 Opportunity Owner=Lunstroo, Frank Changed Status from Active to Closed
2022-03-21 Opportunity Update Frank Lunstroo Opportunity: None, Uitbreiding IP Endpoint licenties Total Revenue=474 Changed Probability from 25% to 100% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Changed Projected Close Date from 25-03-2022 to 21-03-2022 Opportunity Owner=Lunstroo, Frank Status=Active
2022-03-18 Opportunity Update Frank Lunstroo New Opportunity: None, Uitbreiding IP Endpoint licenties Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=25-03-2022 Opportunity Owner=Lunstroo, Frank Status=Active
Volledige record uit Autotask
{
  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 258.5,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2022-03-21T00:00:00.000Z",
  "companyID": 932,
  "contactID": 30685112,
  "cost": 0.0,
  "createDate": "2022-03-18T16:07:52.267Z",
  "creatorResourceID": 29682902,
  "description": "Akkoord ontvangen voor het leveren van twee IP Endpoint licenties ter uitbreiding.\n\nOscar Hartman heeft een quote gemaakt, deze kan gebruikt worden voor het bestellen van de licenties.\n\nTevens 1 uur arbeid remote voor het laden en activeren van de licenties.\n\nUitvoering afstemmen met Daan Strating, 020 237 98 95 of d.strating@filmfonds.nl\n\nNa oplevering Jessica informeren voor het opstellen en verwerken van het supplement op de bestaande serviceovereenkomst.",
  "helpNeeded": "",
  "id": 1011,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2022-03-21T15:49:50.000Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 255.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682902,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2022-03-21T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
  "quarterlyRevenue": 0.0,
  "rating": null,
  "relationshipAssessmentScore": null,
  "revenueSpread": 0,
  "revenueSpreadUnit": "",
  "salesOrderID": null,
  "salesProcessPercentComplete": null,
  "semiannualCost": 0.0,
  "semiannualRevenue": 0.0,
  "stage": 29682776,
  "startDate": "2022-03-18T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Uitbreiding IP Endpoint licenties",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 42.0
}