Autotask Toolkit

v 2.13.2 PROD

FD Media Aanvraag 20x Power User Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
FD Mediagroep (1097BL173)
Aangemaakt
2022-04-11
Gesloten
2022-05-13

Beschrijving

Akkoord ontvangen voor 20x Power user a € 165,- = € 3.300,- 1 uur engineering gerekend met € 135,- ipv 115,- Totaal bedrag € 3.435,- Documenten staan in de mappen. Goedemorgen Jeroen, Zou jij de softphone licenties kunnen scheiden van de telefoons en ik zou er 20 willen hebben ipv 10. Graag hoor ik van je Met vriendelijke groet, Jeroen. Hier gaat Jerry jou eerdaags om vragen…

Primary quote

Naam
#956 — FD Media Aanvraag 20x Power User
Effectief vanaf
2022-05-01
Vervaldatum
2022-06-02

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Telefonie
10x Power user Deze klant neemt 'telefonie diensten of producten' af van TSV.
Product 20
2 Engineer [project]
Engineer rol voor werkzaamheden op een project
Labor 1

Notes (9)

Datum Action type Assigned to Onderwerp / inhoud
2022-05-13 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
2022-05-13 Opportunity Update Jeroen Waldram Opportunity: None, FD Media Aanvraag 20x Power User Total Revenue=3435 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=13-05-2022 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2022-05-13 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
2022-05-13 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
2022-05-13 Opportunity Update Jeroen Waldram Opportunity: None, FD Media Aanvraag 20x Power User Total Revenue=3435 Changed Probability from 50% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 14-05-2022 to 13-05-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-05-12 Opportunity Update Jeroen Waldram Opportunity: None, FD Media Aanvraag 20x Power User Total Revenue=4968 Probability=50% Sales Stage=Stage 3 Proposal Sent Projected Close Date=14-05-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-05-02 Opportunity Update Jeroen Waldram Opportunity: None, FD Media Aanvraag 10x Power User + 3 x J179 + module Total Revenue=0 Probability=50% Sales Stage=Stage 3 Proposal Sent Projected Close Date=14-05-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-05-02 Opportunity Update Jeroen Waldram Opportunity: None, FD Media Aanvraag 10x Power User Total Revenue=0 Probability=50% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=14-05-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-04-11 Opportunity Update Jeroen Waldram New Opportunity: None, FD Media Aanvraag 10x Power User Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=14-05-2022 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": 3435.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2022-05-13T00:00:00.000Z",
  "companyID": 265,
  "contactID": 30683141,
  "cost": 0.0,
  "createDate": "2022-04-11T12:27:21.650Z",
  "creatorResourceID": 29682918,
  "description": "Akkoord ontvangen voor 20x Power user a € 165,- =  € 3.300,-\n1 uur engineering gerekend met € 135,- ipv 115,-\nTotaal bedrag € 3.435,- \nDocumenten staan in de mappen. \n\n\nGoedemorgen Jeroen,\n\nZou jij de softphone licenties kunnen scheiden van de telefoons en ik zou er 20 willen hebben ipv 10.\nGraag hoor ik van je\n\nMet vriendelijke groet,\n\n\nJeroen.\n\n\nHier gaat Jerry jou eerdaags om vragen…",
  "helpNeeded": "",
  "id": 1038,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2022-05-13T07:30:05.880Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 3435.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682918,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2022-05-13T00:00:00.000Z",
  "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": "2022-04-11T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "FD Media Aanvraag 20x Power User",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}