Autotask Toolkit

v 2.13.2 PROD

Espria - CRM Connector uitbreiden met 1 licentie Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Espria (9411PA1)
Aangemaakt
2022-05-19
Gesloten
2022-05-30

Beschrijving

Inkooporder ESP02078837 ontvangen van Espria voor: -1x CRM connector a 234,- per stuk totaal € 234,- per jaar. - Supplement uw bestaande 7x4 serviceovereenkomst voor een bedrag van € 3,50 per maand - Professional services eenmalig € 230,- Documenten staan in de map. Factuuradres: Stichting Espria - Ledenvereniging Postbus 265 1440 AG Purmerend Beste Jeroen, Graag ontvang ik een offerte voor onderstaand: Deze order hebben wij in 2020 gedaan, maar wij willen het aantal verhogen met 1 licentie. Graag moet spoed,.

Primary quote

Naam
#976 — Espria - CRM Connector uitbreiden met 1 licentie
Effectief vanaf
2022-05-29
Vervaldatum
2022-06-30

Maandelijkse items (1)

# Artikel of dienst Item type Aantal
1 Service
Deze klant neemt 'beheer diensten' af van TSV. 		Product 36

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Telefonie
CRM connector licentie 		Product 1
2 Engineer [project]
Engineer rol voor werkzaamheden op een project 		Labor 2

Notes (7)

Datum Action type Assigned to Onderwerp / inhoud
2022-05-30 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
2022-05-30 Opportunity Update Jeroen Waldram Opportunity: None, Espria - CRM Connector uitbreiden met 1 licentie Total Revenue=590 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=31-05-2022 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2022-05-30 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
2022-05-30 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
2022-05-30 Opportunity Update Jeroen Waldram Opportunity: None, Espria - CRM Connector uitbreiden met 1 licentie Total Revenue=590 Changed Probability from 50% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=31-05-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-05-20 Opportunity Update Jeroen Waldram Opportunity: None, Espria - CRM Connector uitbreiden met 1 licentie Total Revenue=0 Probability=50% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=31-05-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-05-19 Opportunity Update Jeroen Waldram New Opportunity: None, Espria - CRM Connector uitbreiden met 1 licentie Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=31-05-2022 Opportunity Owner=Waldram, Jeroen Status=Active
Volledige record uit Autotask 
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  "amount": 590.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2022-05-30T00:00:00.000Z",
  "companyID": 261,
  "contactID": 30685518,
  "cost": 0.0,
  "createDate": "2022-05-19T14:10:36.263Z",
  "creatorResourceID": 29682918,
  "description": "Inkooporder ESP02078837 ontvangen van Espria voor:\n-1x CRM connector a 234,- per stuk totaal € 234,- per jaar.\n- Supplement uw bestaande 7x4 serviceovereenkomst voor een bedrag van € 3,50 per maand\n- Professional services eenmalig € 230,-\n\nDocumenten staan in de map.\n\nFactuuradres:\nStichting Espria - Ledenvereniging\nPostbus 265\n1440 AG Purmerend\n\n\n\nBeste Jeroen,\n\nGraag ontvang ik een offerte voor onderstaand:\n\n\n\nDeze order hebben wij in 2020 gedaan, maar wij willen het aantal verhogen met 1 licentie.\nGraag moet spoed,.",
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  "monthlyRevenue": 126.0,
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  "productID": 2,
  "projectedCloseDate": "2022-05-31T00:00:00.000Z",
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  "title": "Espria - CRM Connector uitbreiden met 1 licentie",
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