Autotask Toolkit

v 2.13.2 PROD

Nieuw @Work 9GB abonnement met nummerbehoud Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Inventum Technologies BV (3991CS25)
Aangemaakt
2022-10-31
Gesloten
2022-11-10

Beschrijving

Leveren nieuw T-Mobile @Work 9GB abonnement: 1x T-Mobile @Work 9GB + Onbeperkt bellen abonnement 1x Aansluitkosten LET OP - MET NUMMERBEHOUD Provider : Rout It Contractant : Visser Projectservice BV Klantnummer: 273515 Te behouden mobiele nummer is 06 23 24 19 29 T-Mobile gegevens: Mobiel nummer 06 38 97 96 40 ICC: 89311 632 000 408 991 03 SIM kaart is per post opgestuurd naar de klant (op 10-11-2022) t.a.v. Liesbeth Schep. De gebruiker wordt Jorn van Strien (jvanstrien@inventum.com) Porteerdatum donderdag 1 december 2022 Alle overdracht informatie is beschikbaar in de opportunity map. Graag Jessica vragen zorg te dragen voor de verwerking in CRM.

Primary quote

Naam
#1082 — Nieuw @Work 9GB abonnement met nummerbehoud
Effectief vanaf
2022-10-30
Vervaldatum
2022-11-30

Maandelijkse items (1)

# Artikel of dienst Item type Aantal
1 Mobiel
1x @Work 9GB a 16,- per maand
Product 48

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Mobiel
Eenmalige kosten
Product 1

Notes (8)

Datum Action type Assigned to Onderwerp / inhoud
2022-11-10 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 Frank Lunstroo
2022-11-10 Opportunity Update Frank Lunstroo Opportunity: None, Nieuw @Work 9GB abonnement met nummerbehoud Total Revenue=788 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=10-11-2022 Opportunity Owner=Lunstroo, Frank Status=Closed
2022-11-10 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 Frank Lunstroo
2022-11-10 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 Frank Lunstroo
2022-11-10 Opportunity Update Frank Lunstroo Opportunity: None, Nieuw @Work 9GB abonnement met nummerbehoud Total Revenue=788 Probability=100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 07-11-2022 to 10-11-2022 Opportunity Owner=Lunstroo, Frank Changed Status from Active to Closed
2022-11-10 Opportunity Update Frank Lunstroo Opportunity: None, Nieuw @Work 9GB abonnement met nummerbehoud Total Revenue=788 Probability=100% Sales Stage=Stage 3 Proposal Sent Projected Close Date=07-11-2022 Opportunity Owner=Lunstroo, Frank Status=Active
2022-10-31 Opportunity Update Frank Lunstroo Opportunity: None, Nieuw @Work 9GB abonnement met nummerbehoud Total Revenue=788 Probability=100% Sales Stage=Stage 3 Proposal Sent Projected Close Date=07-11-2022 Opportunity Owner=Lunstroo, Frank Status=Active
2022-10-31 Opportunity Update Frank Lunstroo New Opportunity: None, Nieuw @Work 9GB abonnement met nummerbehoud Total Revenue=0 Probability=100% Sales Stage=Stage 3 Proposal Sent Projected Close Date=07-11-2022 Opportunity Owner=Lunstroo, Frank Status=Active
Volledige record uit Autotask
{
  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 788.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2022-11-10T00:00:00.000Z",
  "companyID": 322,
  "contactID": 30683473,
  "cost": 0.0,
  "createDate": "2022-10-31T17:22:22.303Z",
  "creatorResourceID": 29682902,
  "description": "Leveren nieuw T-Mobile @Work 9GB abonnement:\n1x T-Mobile @Work 9GB + Onbeperkt bellen abonnement\n1x Aansluitkosten\n\nLET OP - MET NUMMERBEHOUD\n\nProvider : Rout It\nContractant : Visser Projectservice BV\nKlantnummer: 273515\n\nTe behouden mobiele nummer is 06 23 24 19 29\n\n\nT-Mobile gegevens:\n\nMobiel nummer 06 38 97 96 40\n\nICC: 89311 632 000 408 991 03\n\nSIM kaart is per post opgestuurd naar de klant (op 10-11-2022) t.a.v. Liesbeth Schep.\n\nDe gebruiker wordt Jorn van Strien (jvanstrien@inventum.com)\n\nPorteerdatum donderdag 1 december 2022\n\n\n\n\nAlle overdracht informatie is beschikbaar in de opportunity map.\n\nGraag Jessica vragen zorg te dragen voor de verwerking in CRM.",
  "helpNeeded": "",
  "id": 1211,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2022-11-10T14:22:29.050Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 768.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 20.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682902,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2022-11-10T00:00:00.000Z",
  "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": "2022-10-31T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Nieuw @Work 9GB abonnement met nummerbehoud",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}