Autotask Toolkit

v 2.13.2 PROD

InnovestIT/4CEE - Levering firewall Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 5 Closed - LOST
Win reason
–
Klant
4CEE (6716WD2)
Aangemaakt
2022-07-05
Gesloten
2023-09-25

Beschrijving

Zie opp. 1365. Di t was de oude opportunity. Opportunity gesloten want 4CEE heeft gekozen voor een veel goedkopere oplossing (verschil 20K). Waarschijnlijk gekozen voor Fortinet. ------------------------------------------------------------------------------ Klant wil aparte offerte voor switch 1066. Opportunity's voor Wifi 1365 en firewall 1108 blijven geopend in het geval klant kiest voor een van beide oplossingen. Dit een vervolg op opp. 832 van vorig jaar. Klant wil Juniper firewall geleverd hebben. Dit vanwege andere aanvraag Juniper access points. Nuvias kan firewall installeren, configureren en beheren via apart support contract.

Primary quote

Naam
#998 — InnovestIT/4CEE - Levering firewall
Effectief vanaf
2022-07-05
Vervaldatum
2022-08-06

Maandelijkse items (1)

# Artikel of dienst Item type Aantal
1 Service
Service overeenkomst 5x8 per maand en support 		Product 60

Eenmalige items (6)

# Artikel of dienst Item type Aantal
1 Security
Juniper Firewall SRX345-SYS-JB-2AC 		Product 1
2 Security
Juniper software support en upgrade protectie licentie voor Firewall SRX345 – 5 jaar prepaid 		Product 1
3 Engineer [project]
Engineer rol voor werkzaamheden op een project 		Labor 18
4 Project Management
Project management werkzaamheden voor de afdeling projecten van TSV 		Labor 2
5 Voorrijdkosten (project)
voorijkosten 		Cost 2
6 Engineer [change]
strippenkaart 20 uur x 125 		Labor 20

Notes (14)

Datum Action type Assigned to Onderwerp / inhoud
2023-09-25 General Jeroen Waldram Workflow Rule "[TSV-Opp LOST] Opportunity closed & LOST - notify salesmanager" 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 - LOST" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Opportunity Closed (LOST)) to aveldkamp@tsv-groep.nl; flunstroo@tsv-groep.nl; ldehaan@tsv-groep.nl Initiated by Jeroen Waldram
2023-09-25 Opportunity Update Jeroen Waldram Opportunity: None, InnovestIT/4CEE - Levering firewall Total Revenue=21391 Changed Probability from 50% to 0% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - LOST Changed Projected Close Date from 22-09-2023 to 25-09-2023 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2023-06-26 Opportunity Update Jeroen Waldram Opportunity: None, InnovestIT/4CEE - Levering firewall Total Revenue=21391 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 31-08-2023 to 22-09-2023 Opportunity Owner=Waldram, Jeroen Status=Active
2023-06-26 Opportunity Update Jeroen Waldram Opportunity: None, InnovestIT/4CEE - Levering firewall Total Revenue=21391 Probability=50% Sales Stage=Stage 3 Proposal Sent Projected Close Date=31-08-2023 Opportunity Owner=Waldram, Jeroen Status=Active
2023-06-08 Opportunity Update Jeroen Waldram Opportunity: None, InnovestIT/4CEE - Levering firewall Total Revenue=21391 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 31-05-2023 to 31-08-2023 Opportunity Owner=Waldram, Jeroen Status=Active
2023-04-25 Opportunity Update Jeroen Waldram Opportunity: None, InnovestIT/4CEE - Levering firewall Total Revenue=21391 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 28-04-2023 to 31-05-2023 Opportunity Owner=Waldram, Jeroen Status=Active
2023-01-13 Opportunity Update Jeroen Waldram Opportunity: None, InnovestIT/4CEE - Levering firewall Total Revenue=21391 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 31-01-2023 to 28-04-2023 Opportunity Owner=Waldram, Jeroen Status=Active
2023-01-02 Opportunity Update Jeroen Waldram Opportunity: None, InnovestIT/4CEE - Levering firewall Total Revenue=21391 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 31-12-2022 to 31-01-2023 Opportunity Owner=Waldram, Jeroen Status=Active
2022-12-14 Opportunity Update Jeroen Waldram Opportunity: None, InnovestIT/4CEE - Levering firewall Total Revenue=21391 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 30-11-2022 to 31-12-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-10-31 Opportunity Update Jeroen Waldram Opportunity: None, InnovestIT/4CEE - Levering firewall Total Revenue=21391 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 28-10-2022 to 30-11-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-09-14 Opportunity Update Jeroen Waldram Opportunity: None, InnovestIT/4CEE - Levering firewall Total Revenue=21391 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 31-08-2022 to 28-10-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-07-10 Opportunity Update Jeroen Waldram Opportunity: None, InnovestIT/4CEE - Levering firewall Total Revenue=21391 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 30-07-2022 to 31-08-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-07-06 Opportunity Update Jeroen Waldram Opportunity: None, InnovestIT/4CEE - Levering firewall Total Revenue=0 Probability=50% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=30-07-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-07-05 Opportunity Update Jeroen Waldram New Opportunity: None, InnovestIT/4CEE - Levering firewall Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=30-07-2022 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": 21391.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2023-09-25T00:00:00.000Z",
  "companyID": 1066,
  "contactID": 30685680,
  "cost": 170.0,
  "createDate": "2022-07-05T07:09:50.147Z",
  "creatorResourceID": 29682918,
  "description": "Zie opp. 1365. Di t was de oude opportunity.\n\nOpportunity gesloten want 4CEE heeft gekozen voor een veel goedkopere oplossing (verschil 20K). Waarschijnlijk gekozen voor Fortinet.\n\n------------------------------------------------------------------------------\n\n\nKlant wil aparte offerte voor switch 1066. Opportunity's voor Wifi 1365 en firewall 1108 blijven geopend in het geval klant kiest voor een van beide oplossingen.\n\nDit een vervolg op opp. 832 van vorig jaar. Klant wil Juniper firewall geleverd hebben. Dit vanwege andere aanvraag Juniper access points.\nNuvias kan firewall installeren, configureren en beheren via apart support contract.",
  "helpNeeded": "",
  "id": 1108,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2023-09-25T10:16:38.890Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "Opportunity gesloten want 4CEE heeft gekozen voor een veel goedkopere oplossing (verschil 20K). Waarschijnlijk gekozen voor Fortinet.",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 13500.0,
  "nextStep": "",
  "onetimeCost": 170.0,
  "onetimeRevenue": 7891.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682918,
  "primaryCompetitor": null,
  "probability": 0,
  "productID": 2,
  "projectedCloseDate": "2023-09-25T00:00:00.000Z",
  "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": 29682775,
  "startDate": "2022-07-05T00:00:00.000Z",
  "status": 3,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "InnovestIT/4CEE - Levering firewall",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}