Autotask Toolkit

v 2.13.2 PROD

W&M - Verlenging @work abonnement 2 jaar Closed

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Status
Closed
Stage
Stage 6 - Handover
Win reason
Klant
Welkin & Meraki Eindhoven central station Emma B.V.I.O. (5611AZ33-35)
Aangemaakt
2022-08-29
Gesloten
2022-08-29

Beschrijving

Akkoord ontvangen voor verlengen bestaande abonnement . Nieuw abonnement is @Work 16GB + Onbeperkt bellen voor € 20,- per maand, contractduur 2 jaar Betreft locatie Eindhoven Graag verwerken in TAS. Per 1 oktober gaat het mobiele abonnement van Eindhoven verlopen (16Gb voor € 21,- per maand, looptijd 12 maanden). Wij hebben de volgende actietarieven om te verlengen: • Bestaande abonnement verlengen (@Work 16GB + Onbeperkt bellen) voor € 20,- per maand, contractduur 2 jaar • Omzetten naar Unlimited voor 25,- per maand, contractduur 2 jaar

Primary quote

Naam
#1039 — W&M - Verlenging @work abonnement 2 jaar
Effectief vanaf
2022-08-28
Vervaldatum
2022-09-29

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Mobiel
Verlenging @work 16Gb + Onbeperkt bellen 20,- per maand 24 maanden
Product 24

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, W&M - Verlenging @work abonnement 2 jaar Total Revenue=480 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, W&M - Verlenging @work abonnement 2 jaar Total Revenue=480 Changed Probability from 50% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=29-08-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-08-29 Opportunity Update Jeroen Waldram New Opportunity: None, W&M - Verlenging @work abonnement 2 jaar Total Revenue=0 Probability=50% Sales Stage=Stage 3 Proposal Sent Projected Close Date=29-08-2022 Opportunity Owner=Waldram, Jeroen Status=Active
Volledige record uit Autotask
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  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 480.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2022-08-29T00:00:00.000Z",
  "companyID": 1085,
  "contactID": 30685624,
  "cost": 0.0,
  "createDate": "2022-08-29T08:08:06.537Z",
  "creatorResourceID": 29682918,
  "description": "Akkoord ontvangen voor verlengen bestaande abonnement .\nNieuw abonnement is @Work 16GB + Onbeperkt bellen voor € 20,- per maand, contractduur 2 jaar\n\nBetreft locatie Eindhoven\nGraag verwerken in TAS.\n\n\nPer 1 oktober gaat het mobiele abonnement van Eindhoven verlopen (16Gb voor € 21,- per maand, looptijd 12 maanden).\nWij hebben de volgende actietarieven om te verlengen:\n• Bestaande abonnement verlengen (@Work 16GB + Onbeperkt bellen) voor € 20,- per maand, contractduur 2 jaar\n• Omzetten naar Unlimited voor 25,- per maand, contractduur 2 jaar",
  "helpNeeded": "",
  "id": 1153,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2022-08-29T10:24:30.973Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 480.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682918,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2022-08-29T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
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  "rating": null,
  "relationshipAssessmentScore": null,
  "revenueSpread": 0,
  "revenueSpreadUnit": "",
  "salesOrderID": null,
  "salesProcessPercentComplete": null,
  "semiannualCost": 0.0,
  "semiannualRevenue": 0.0,
  "stage": 29682776,
  "startDate": "2022-08-29T00:00:00.000Z",
  "status": 3,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "W&M - Verlenging @work abonnement 2 jaar",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
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}