Autotask Toolkit

v 2.13.2 PROD

3x Avaya DECT Handset 3745 Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Berco (5482TK36)
Aangemaakt
2022-05-12
Gesloten
2022-05-16

Beschrijving

AKKOORD Klant heeft een order gestuurd voor de bestelling van 3x Avaya DECT Handset 3745 De offerte en de order (akkoord vanuit Berco) staan onder de juiste mappen in Sharepoint. De bestelling is middels onze orderbevestiging reeds bevestigd aan Berco. Let op! Roel van Delft is Operational Purchaser en hij wil graag weten wat de levertijd is. Dit kan doorgegeven worden per mail op: roel.delft@berco.nl Op factuur hun bestelbon nummer zetten.

Primary quote

Naam
#965 — 3x Avaya DECT Handset 3745
Effectief vanaf
2022-05-11
Vervaldatum
2022-06-12

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Telefonie
Avaya 3745 DECT toestel (700510284) 		Product 3
2 Professional Services
Order- en administratiekosten 		Product 1

Notes (8)

Datum Action type Assigned to Onderwerp / inhoud
2022-05-16 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
2022-05-16 Opportunity Update Jeroen Waldram Opportunity: None, 3x Avaya DECT Handset 3745 Total Revenue=1502 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=16-05-2022 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2022-05-16 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
2022-05-16 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
2022-05-16 Opportunity Update Jeroen Waldram Opportunity: None, 3x Avaya DECT Handset 3745 Total Revenue=1502 Probability=100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=16-05-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-05-16 Opportunity Update Frank Lunstroo Opportunity: None, 3x Avaya DECT Handset 3745 Total Revenue=1502 Probability=100% Sales Stage=Stage 3 Proposal Sent Projected Close Date=16-05-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-05-16 Opportunity Update Frank Lunstroo Opportunity: None, 3x Avaya DECT Handset 3745 Total Revenue=1502 Probability=100% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Changed Projected Close Date from 13-05-2022 to 16-05-2022 Changed Opportunity Owner from Lunstroo, Frank to Waldram, Jeroen Status=Active
2022-05-12 Opportunity Update Frank Lunstroo New Opportunity: None, 3x Avaya DECT Handset 3745 Total Revenue=0 Probability=100% Sales Stage=Stage 1 First Contact Projected Close Date=13-05-2022 Opportunity Owner=Lunstroo, Frank Status=Active
Volledige record uit Autotask 
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  "projectedCloseDate": "2022-05-16T00:00:00.000Z",
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