Autotask Toolkit

v 2.13.2 PROD

Mitel 6940 IP toestel Implemented

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Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Cortel Technologies LLC (2NJ08873)
Aangemaakt
2022-11-01
Gesloten
2022-11-14

Beschrijving

Afgesproken is dat er 100% vooraf betaald moet worden. Graag z.s.m. de factuur digitaal aanleveren bij Toniann Swansos van Accounting Support: tswanson@cortel.com Inkoop: Na ontvangst van de betaling, kunnen wij de toestellen bij Businesscom in de webshop bestellen en dropshipment laten afleveren bij de klant. 1x Mitel 6940 IP Phone, Partnumber 50006770 Verzendadres: Scott+Scott Attorneys at Law LLP Attention: Mariam Karapetjan Herengracht 286 1016 BX Amsterdam The Netherlands

Primary quote

Naam
#1085 — Mitel 6940 IP toestel
Effectief vanaf
2022-10-31
Vervaldatum
2022-12-01

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Telefonie
Mitel 6940 IP toestel (50006770)
Product 1
2 Professional Services
Order- en administratiekosten
Product 1

Notes (6)

Datum Action type Assigned to Onderwerp / inhoud
2022-11-14 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
2022-11-14 Opportunity Update Frank Lunstroo Opportunity: None, Mitel 6940 IP toestel Total Revenue=388 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=14-11-2022 Opportunity Owner=Lunstroo, Frank Status=Closed
2022-11-14 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
2022-11-14 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
2022-11-14 Opportunity Update Frank Lunstroo Opportunity: None, Mitel 6940 IP toestel Total Revenue=388 Changed Probability from 25% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 01-12-2022 to 14-11-2022 Opportunity Owner=Lunstroo, Frank Changed Status from Active to Closed
2022-11-01 Opportunity Update Frank Lunstroo New Opportunity: None, Mitel 6940 IP toestel Total Revenue=0 Probability=25% Sales Stage=Stage 3 Proposal Sent Projected Close Date=01-12-2022 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": 387.5,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2022-11-14T00:00:00.000Z",
  "companyID": 1094,
  "contactID": 30685686,
  "cost": 0.0,
  "createDate": "2022-11-01T17:47:10.293Z",
  "creatorResourceID": 29682902,
  "description": "Afgesproken is dat er 100% vooraf betaald moet worden.\n\nGraag z.s.m. de factuur digitaal aanleveren bij Toniann Swansos van Accounting Support:\ntswanson@cortel.com\n\n\nInkoop:\nNa ontvangst van de betaling, kunnen wij de toestellen bij Businesscom in de webshop bestellen en dropshipment laten afleveren bij de klant.\n\n1x Mitel 6940 IP Phone, Partnumber 50006770\n\nVerzendadres:\nScott+Scott Attorneys at Law LLP\nAttention: Mariam Karapetjan\nHerengracht 286\n1016 BX Amsterdam\nThe Netherlands",
  "helpNeeded": "",
  "id": 1213,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2022-11-14T17:20:18.693Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 387.5,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682902,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2022-11-14T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
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  "rating": null,
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  "revenueSpread": 0,
  "revenueSpreadUnit": "",
  "salesOrderID": null,
  "salesProcessPercentComplete": null,
  "semiannualCost": 0.0,
  "semiannualRevenue": 0.0,
  "stage": 29682776,
  "startDate": "2022-11-01T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Mitel 6940 IP toestel",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
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}