Autotask Toolkit

v 2.13.2 PROD

Emotron - 1x Datasim @work 3GB Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
CG Drives & Automation Netherlands B.V. (5541SK15)
Aangemaakt
2022-06-22
Gesloten
2022-06-23

Beschrijving

AKKOORD Klant is akkoord met de offerte voor 1x Data sim-only T-Mobile @Work 3GB. € 9,- per maand Looptijd 24 maanden Info Simkaart is bekend bij Andre. Ik zal de simkaart vandaag opsturen. Beste Jeroen, Vriendelijk verzoek voor een extra data simkaart. Best regards / Met vriendelijke groet, Ruud Verheijen Manager Finance CG Drives & Automation T +31 497 389 281, M +31 6 204 00 235 Polakkers 5, NL-5531 NX BLADEL, Netherlands ruud.verheijen@cgglobal.com www.emotron.com / www.cgglobal.com

Primary quote

Naam
#986 — Emotron - 1x Datasim @work 3GB
Effectief vanaf
2022-06-22
Vervaldatum
2022-07-23

Maandelijkse items (1)

# Artikel of dienst Item type Aantal
1 Telefonie
1x Data simkaarten @WORK 3GB
Product 24

Notes (7)

Datum Action type Assigned to Onderwerp / inhoud
2022-06-23 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
2022-06-23 Opportunity Update Jeroen Waldram Opportunity: None, Emotron - 1x Datasim @work 3GB Total Revenue=216 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=23-06-2022 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2022-06-23 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
2022-06-23 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
2022-06-23 Opportunity Update Jeroen Waldram Opportunity: None, Emotron - 1x Datasim @work 3GB Total Revenue=216 Probability=100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=23-06-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-06-23 Opportunity Update Jeroen Waldram Opportunity: None, Emotron - 1x Datasim @work 3GB Total Revenue=0 Changed Probability from 50% to 100% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Changed Projected Close Date from 07-07-2022 to 23-06-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-06-22 Opportunity Update Jeroen Waldram New Opportunity: None, Emotron - 1x Datasim @work 3GB Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=07-07-2022 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": 216.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2022-06-23T00:00:00.000Z",
  "companyID": 937,
  "contactID": 30685353,
  "cost": 0.0,
  "createDate": "2022-06-22T11:47:12.423Z",
  "creatorResourceID": 29682918,
  "description": "AKKOORD\nKlant is akkoord met de offerte voor 1x Data sim-only T-Mobile @Work 3GB. € 9,- per maand \nLooptijd 24 maanden\nInfo Simkaart is bekend bij Andre. Ik zal de simkaart vandaag opsturen.\n\n\n\n\nBeste Jeroen,\n\nVriendelijk verzoek voor een extra data simkaart.\n\nBest regards / Met vriendelijke groet,\n\nRuud Verheijen\nManager Finance\n\n\nCG Drives & Automation\nT +31 497 389 281, M +31 6 204 00 235\nPolakkers 5, NL-5531 NX BLADEL, Netherlands\nruud.verheijen@cgglobal.com\nwww.emotron.com / www.cgglobal.com",
  "helpNeeded": "",
  "id": 1091,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2022-06-23T07:17:38.710Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 216.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 0.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682918,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2022-06-23T00:00:00.000Z",
  "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": "2022-06-22T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Emotron - 1x Datasim @work 3GB",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}