Autotask Toolkit

v 2.13.2 PROD

WSV - Aanvraag 2 nieuwe gebruikers Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Welzijn Stichtse Vecht (3601EX51)
Aangemaakt
2022-03-22
Gesloten
2022-03-23

Beschrijving

Akkoord ontvangen voor 2 x Mitel UC gebruiker licenties. Bedrag 2 x 10,50 per maand. Eenmalige kosten: 1 uur engineering a € 115,- Service supplement 3,60 per maand (standaard bedrag aangehouden van 1,80 per gebruiker bij 5x8) Document staat in de getekende documenten map. Graag een offerte voor 2 nieuwe gebruikers Welzijn Stichtse Vecht zonder vaste toestellen. Diederick Vollenga Linda van der Tier Offerte graag even naar: d.vollenga@welzijnsv.nl En in de cc: helpdesk@welzijnsv.nl

Primary quote

Naam
#931 — WSV - Aanvraag 2 nieuwe gebruikers
Effectief vanaf
2022-03-21
Vervaldatum
2022-04-22

2x UC cloud

Maandelijkse items (1)

# Artikel of dienst Item type Aantal
1 Service
Deze klant neemt 'beheer diensten' af van TSV. 		Product 56

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Engineer [change]
Engineer rol voor werkzaamheden op een change ticket 		Labor 1
2 Telefonie
Deze klant neemt 'telefonie diensten of producten' af van TSV. 		Product 56

Notes (8)

Datum Action type Assigned to Onderwerp / inhoud
2022-03-23 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
2022-03-23 Opportunity Update Jeroen Waldram Opportunity: None, WSV - Aanvraag 2 nieuwe gebruikers Total Revenue=1493 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=23-03-2022 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2022-03-23 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
2022-03-23 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
2022-03-23 Opportunity Update Jeroen Waldram Opportunity: None, WSV - Aanvraag 2 nieuwe gebruikers Total Revenue=1493 Changed Probability from 50% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 07-04-2022 to 23-03-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-03-22 Opportunity Update Jeroen Waldram Opportunity: None, WSV - Aanvraag 2 nieuwe gebruikers Total Revenue=0 Probability=50% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=07-04-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-03-22 Opportunity Update Jeroen Waldram Opportunity: None, WSV - Aanvraag 2 nieuwe gebruikers Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=07-04-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-03-22 Opportunity Update Jeroen Waldram New Opportunity: None, WSV - Aanvraag nieuwe gebruiker Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=07-04-2022 Opportunity Owner=Waldram, Jeroen Status=Active
Volledige record uit Autotask 
{
  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 1492.6,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2022-03-23T00:00:00.000Z",
  "companyID": 461,
  "contactID": 30685440,
  "cost": 0.0,
  "createDate": "2022-03-22T11:31:13.823Z",
  "creatorResourceID": 29682918,
  "description": "Akkoord ontvangen voor 2 x Mitel UC gebruiker licenties.\n\nBedrag 2 x 10,50 per maand.\nEenmalige kosten: 1 uur engineering a € 115,-\nService supplement 3,60 per maand (standaard bedrag aangehouden van 1,80 per gebruiker bij 5x8)\nDocument staat in de getekende documenten map.\n\n\nGraag een offerte voor 2 nieuwe gebruikers Welzijn Stichtse Vecht zonder vaste toestellen.\nDiederick Vollenga\nLinda van der Tier\n\nOfferte graag even naar: d.vollenga@welzijnsv.nl\nEn in de cc: helpdesk@welzijnsv.nl",
  "helpNeeded": "",
  "id": 1014,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2022-03-23T11:19:45.123Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 201.6,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 1291.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682918,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2022-03-23T00:00:00.000Z",
  "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": "2022-03-22T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "WSV - Aanvraag 2 nieuwe gebruikers",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}