Autotask Toolkit

v 2.13.2 PROD

Berco - 3x DECT toestel 3745 + 1x Bureaulader Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Berco (5482TK36)
Aangemaakt
2022-08-26
Gesloten
2022-08-29

Beschrijving

Akkoord De order staat in sharepoint onder het opportunity nummer in de map ''getekende documenten'' Klant heeft een order gestuurd met de opdracht om deze toestellen te bestellen en te leveren. 3x Avaya 3745 DECT Toestel (700510284) 1x Avaya 374x Bureaulader (700479470) 1x Order- en administratiekosten Facturatie: 100% na levering - let op! wel hun bestelbonnummer vermelden op de factuur: 136432/1 Aanvraag 3 x 3745 toestel en 1 bureau lader

Primary quote

Naam
#1038 — Berco - 3x DECT toestel 3745 + 1x Bureaulader
Effectief vanaf
2022-08-25
Vervaldatum
2022-09-26

Eenmalige items (3)

# Artikel of dienst Item type Aantal
1 Telefonie
AVAYA 3745 DECT TOESTEL inkoop € 402,71 		Product 3
2 Telefonie
Lader voor 3745 inkoop € 45,71 		Product 1
3 Professional Services
Verzendkosten 		Product 1

Notes (6)

Datum Action type Assigned to Onderwerp / inhoud
2022-08-29 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
2022-08-29 Opportunity Update Jeroen Waldram Opportunity: None, Berco - 3x DECT toestel 3745 + 1x Bureaulader Total Revenue=1643 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=29-08-2022 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2022-08-29 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
2022-08-29 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
2022-08-29 Opportunity Update Jeroen Waldram Opportunity: None, Berco - 3x DECT toestel 3745 + 1x Bureaulader Total Revenue=1643 Changed Probability from 50% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 26-08-2022 to 29-08-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-08-26 Opportunity Update Jeroen Waldram New Opportunity: None, Berco - 3x DECT toestel 3745 + 1x Bureaulader Total Revenue=0 Probability=50% Sales Stage=Stage 3 Proposal Sent Projected Close Date=26-08-2022 Opportunity Owner=Waldram, Jeroen Status=Active
Volledige record uit Autotask 
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  "closedDate": "2022-08-29T00:00:00.000Z",
  "companyID": 965,
  "contactID": 30685176,
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  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2022-08-29T00:00:00.000Z",
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