Autotask Toolkit

v 2.13.2 PROD

W&M Parijs-Faubourg- Aanvraag 3x licentie voor nieuwe gebruikers T20220428.0001 Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Welkin and Meraki SA (L-2330148-150)
Aangemaakt
2022-05-06
Gesloten
2022-05-11

Beschrijving

Akkoord per mail ontvangen voor de levering en activatie van 3 x gebruikerslicentie. Dit betreft een uitbreiding voor de locatie Paris Faubourg Het bedrag van 3 x € 5,10 per maand (artikel TCC0112) komt bij de maandelijkse kosten van deze locatie en ook de eenmalige activatie kosten van 3 x € 25,- horen op de factuur van deze locatie. Paris Faubourg Graag de standaard factuur referentie RPO2021090065 van de locatie Faubourg aanhouden. Dear Benoit, I have created the new virtual extensions, and changed the existing J139 phones. Can you please check this for me? Also I added the excel file, please note I added an extra column, stating the announcement numbers for the VO spare users. Do I also have to create announcement for the FBG spare numbers? Then I highlited 3 new J139 extensions in red. For these we need to add extra licenses. @ Jeroen, can you create a qoute for 3 additional endpoint licenses? Met vriendelijke groet, Oscar Hartman TPS (vestiging Amsterdam)

Primary quote

Naam
#961 — W&M Parijs-Faubourg- Aanvraag 3x licentie voor nieuwe gebruikers T20220428.0001
Effectief vanaf
2022-05-08
Vervaldatum
2022-06-09

Maandelijkse items (1)

# Artikel of dienst Item type Aantal
1 Telefonie
Deze klant neemt 'telefonie diensten of producten' af van TSV. 		Product 36

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Professional Services
Deze klant neemt 'PS diensten' af van TSV. 		Product 3

Notes (7)

Datum Action type Assigned to Onderwerp / inhoud
2022-05-11 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
2022-05-11 Opportunity Update Jeroen Waldram Opportunity: None, W&M Parijs-Faubourg- Aanvraag 3x licentie voor nieuwe gebruikers T20220428.0001 Total Revenue=626 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=11-05-2022 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2022-05-11 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
2022-05-11 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
2022-05-11 Opportunity Update Jeroen Waldram Opportunity: None, W&M Parijs-Faubourg- Aanvraag 3x licentie voor nieuwe gebruikers T20220428.0001 Total Revenue=626 Changed Probability from 50% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 13-05-2022 to 11-05-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-05-09 Opportunity Update Jeroen Waldram Opportunity: None, W&M Parijs-Faubourg- Aanvraag 3x licentie voor nieuwe gebruikers T20220428.0001 Total Revenue=0 Probability=50% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=13-05-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-05-06 Opportunity Update Jeroen Waldram New Opportunity: None, W&M Parijs-Faubourg- Aanvraag 3x licentie voor nieuwe gebruikers T20220428.0001 Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=13-05-2022 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": 625.8,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2022-05-11T00:00:00.000Z",
  "companyID": 1061,
  "contactID": 30685464,
  "cost": 0.0,
  "createDate": "2022-05-06T11:23:00.943Z",
  "creatorResourceID": 29682918,
  "description": "Akkoord per mail ontvangen voor de levering en activatie van 3 x gebruikerslicentie. Dit betreft een uitbreiding voor de locatie Paris Faubourg\nHet bedrag van 3 x  € 5,10 per maand (artikel TCC0112) komt bij de maandelijkse kosten van deze locatie en ook de eenmalige activatie kosten van 3 x € 25,- horen op de factuur van deze locatie.\nParis Faubourg\nGraag de standaard factuur referentie RPO2021090065 van de locatie Faubourg aanhouden. \n\n\n\nDear Benoit,\n\nI have created the new virtual extensions, and changed the existing J139 phones.\nCan you please check this for me?\n\nAlso I added the excel file, please note I added an extra column, stating the announcement numbers for the VO spare users. Do I also have to create announcement for the FBG spare numbers?\n\nThen I highlited 3 new J139 extensions in red. For these we need to add extra licenses.\n\n@ Jeroen, can you create a qoute for 3 additional endpoint licenses?\n\n\n\n\nMet vriendelijke groet,\nOscar Hartman\n\nTPS (vestiging Amsterdam)",
  "helpNeeded": "",
  "id": 1061,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2022-05-11T08:24:30.927Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 550.8,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 75.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682918,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2022-05-11T00:00:00.000Z",
  "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": "2022-05-06T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "W&M Parijs-Faubourg- Aanvraag 3x licentie voor nieuwe gebruikers T20220428.0001",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}