Autotask Toolkit

v 2.13.2 PROD

Extra CONNECT Essential gebruikers Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Kunst Centraal (3981PA48)
Aangemaakt
2022-07-29
Gesloten
2022-08-15

Beschrijving

Akkoord ontvangen voor uitbreiding met 5 stuks Connect Essentiaal licenties. 5x €15,- per maand Eenmalige kosten 1x 115,- (Enigineering) en 1 x 125,- (PM) = € 240,- Betalingsvoorwaarden eenmalige kosten: 100 % bij oplevering werkzaamheden Documenten staan in de mappen. Na inventarisatie door Oscar Hartman in samenwerking met Ellen van Dijk van Kunst Centraal is op 25 juli per mail aan elkaar bevestigd dat er op 29 augustus totaal 43 medewerkers zijn. Dit betekend dat er een uitbreiding met 5 CONNECT Essential licenties nodig is.

Primary quote

Naam
#1024 — Extra CONNECT Essential gebruikers
Effectief vanaf
2022-08-01
Vervaldatum
2022-09-02

Maandelijkse items (1)

# Artikel of dienst Item type Aantal
1 Telefonie
5x CONNECT Essential licentie a 15,- totaal 75,- per maand 		Product 16

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Engineer [project]
Engineer rol voor werkzaamheden op een project 		Labor 1
2 Project Management
Project management werkzaamheden voor de afdeling projecten van TSV 		Labor 1

Notes (6)

Datum Action type Assigned to Onderwerp / inhoud
2022-08-15 General Frank Lunstroo 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
2022-08-15 Opportunity Update Jeroen Waldram Opportunity: None, Extra CONNECT Essential gebruikers Total Revenue=1440 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=15-08-2022 Opportunity Owner=Lunstroo, Frank Changed Status from Active to Closed
2022-08-15 General Frank Lunstroo 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
2022-08-15 General Frank Lunstroo 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
2022-08-15 Opportunity Update Jeroen Waldram Opportunity: None, Extra CONNECT Essential gebruikers Total Revenue=1440 Changed Probability from 25% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 22-08-2022 to 15-08-2022 Opportunity Owner=Lunstroo, Frank Status=Active
2022-07-29 Opportunity Update Frank Lunstroo New Opportunity: None, Extra CONNECT Essential gebruikers Total Revenue=0 Probability=25% Sales Stage=Stage 3 Proposal Sent Projected Close Date=22-08-2022 Opportunity Owner=Lunstroo, Frank Status=Active
Volledige record uit Autotask 
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  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 1440.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2022-08-15T00:00:00.000Z",
  "companyID": 881,
  "contactID": 30685654,
  "cost": 0.0,
  "createDate": "2022-07-29T16:44:30.857Z",
  "creatorResourceID": 29682902,
  "description": "Akkoord ontvangen voor uitbreiding met 5 stuks Connect Essentiaal licenties.\n5x €15,- per maand \nEenmalige kosten 1x 115,- (Enigineering) en 1 x 125,- (PM) = € 240,- \nBetalingsvoorwaarden eenmalige kosten: 100 % bij oplevering werkzaamheden\nDocumenten staan in de mappen.\n\n\nNa inventarisatie door Oscar Hartman in samenwerking met Ellen van Dijk van Kunst Centraal is op 25 juli per mail aan elkaar bevestigd dat er op 29 augustus totaal 43 medewerkers zijn.\n\nDit betekend dat er een uitbreiding met 5 CONNECT Essential licenties nodig is.",
  "helpNeeded": "",
  "id": 1132,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2022-08-15T10:42:43.373Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 1200.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 240.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682902,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2022-08-15T00:00:00.000Z",
  "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": "2022-07-29T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Extra CONNECT Essential gebruikers",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}