Autotask Toolkit

v 2.13.2 PROD

Ascom DECT 2x D63 Talker handset voor Olst - PO000140 Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Abbott BV (8011BZ4)
Aangemaakt
2022-11-10
Gesloten
2023-01-12

Beschrijving

Wij hebben de opdracht ontvangen voor het leveren van Ascom handsets aan Abbott Olst. Het gaat om twee Ascom D63 Talker (DH7-AAAA) handsets. Te bestellen bij BusinessCom, zie artikelnummer bovenstaand tussen de haakjes. Afleveradres: Abbott Biologicals B.V. T.a.v. Mark Gerfen Veerweg 12 8121 AA OLST

Primary quote

Naam
#1094 — Ascom DECT hardware 4x D63 Talker handset voor Abbott Olst - 09-11-2022
Effectief vanaf
2022-11-09
Vervaldatum
2022-12-10

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Telefonie
Ascom D63 Talker (DH7-AAAA) handset 		Product 2
2 Professional Services
Order- en administratiekosten 		Product 1

Notes (13)

Datum Action type Assigned to Onderwerp / inhoud
2023-01-12 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)orStandaard (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
2023-01-12 Opportunity Update Frank Lunstroo Opportunity: None, Ascom DECT 2x D63 Talker handset voor Olst - PO000140 Total Revenue=455 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=11-01-2023 Opportunity Owner=Lunstroo, Frank Status=Closed
2023-01-12 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)orStandaard (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
2023-01-12 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)orStandaard (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
2023-01-12 Opportunity Update Frank Lunstroo Opportunity: None, Ascom DECT 2x D63 Talker handset voor Olst - PO000140 Total Revenue=455 Probability=100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=11-01-2023 Opportunity Owner=Lunstroo, Frank Changed Status from Active to Closed
2023-01-12 Opportunity Update Frank Lunstroo Opportunity: None, Ascom DECT hardware 2x D63 Talker handset voor Abbott Olst - 09-11-2022 Total Revenue=436 Changed Probability from 25% to 100% Changed Status from Stage 5 Closed - LOST to Stage 3 Proposal Sent Changed Projected Close Date from 13-01-2023 to 11-01-2023 Opportunity Owner=Lunstroo, Frank Changed Status from Lost to Active
2023-01-06 General Frank Lunstroo Workflow Rule "[TSV-Opp LOST] Opportunity closed & LOST - notify salesmanager" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category in list "Standaard (aanpassing 1 AV)orStandaard (projecten)" Stage changed to "Stage 5 Closed - LOST" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Opportunity Closed (LOST)) to aveldkamp@tsv-groep.nl; flunstroo@tsv-groep.nl; ldehaan@tsv-groep.nl Initiated by Frank Lunstroo
2023-01-06 Opportunity Update Frank Lunstroo Opportunity: None, Ascom DECT hardware 2x D63 Talker handset voor Abbott Olst - 09-11-2022 Total Revenue=436 Probability=25% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - LOST Projected Close Date=13-01-2023 Opportunity Owner=Lunstroo, Frank Changed Status from Active to Lost
2023-01-04 0 Quick Note Frank Lunstroo Hi Frank Happy New Year! I will have an update for you on Friday Kind regards Beth From: Frank Lunstroo <flunstroo@tsv-groep.nl> Sent: 04 January 2023 13:25 To: Beth Gibbs <Beth.Gibbs@weareaura.com>; Customer Success Team <customersuccess@weareaura.com> Subject: Status request outstanding quotes 1150, 1178, 1192, 1223 CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless you recognise the sender and know the content is safe. Hi Beth and team, first the best wished to you for 2023! I have several outstanding quotes for Abbott and I like to get an update: 26-08-2022 TSV reference 1150, quote for 2 Ascom D63 Talker handsets 28-09-2022 TSV reference 1178, quote for belt clip D63 Talker handset 14-10-2022 TSV reference 1192, quote for 1 Ascom D63 Talker handset 14-11-2022 TSV reference 1223, quote for 2 Ascom D63 Talker handsets
2022-12-23 Opportunity Update Frank Lunstroo Opportunity: None, Ascom DECT hardware 2x D63 Talker handset voor Abbott Olst - 09-11-2022 Total Revenue=436 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 10-12-2022 to 13-01-2023 Opportunity Owner=Lunstroo, Frank Status=Active
2022-11-14 Opportunity Update Frank Lunstroo Opportunity: None, Ascom DECT hardware 2x D63 Talker handset voor Abbott Olst - 09-11-2022 Total Revenue=436 Probability=25% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=10-12-2022 Opportunity Owner=Lunstroo, Frank Status=Active
2022-11-14 Opportunity Update Frank Lunstroo Opportunity: None, Ascom DECT hardware 2x D63 Talker handset voor Abbott Olst - 09-11-2022 Total Revenue=436 Probability=25% Sales Stage=Stage 2 Qualification Projected Close Date=10-12-2022 Opportunity Owner=Lunstroo, Frank Status=Active
2022-11-10 Opportunity Update Frank Lunstroo New Opportunity: None, Ascom DECT hardware 4x D63 Talker handset voor Abbott Olst - 09-11-2022 Total Revenue=0 Probability=25% Sales Stage=Stage 2 Qualification Projected Close Date=10-12-2022 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": 454.76,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2023-01-12T00:00:00.000Z",
  "companyID": 185,
  "contactID": 30685074,
  "cost": 0.0,
  "createDate": "2022-11-10T17:10:49.167Z",
  "creatorResourceID": 29682902,
  "description": "Wij hebben de opdracht ontvangen voor het leveren van Ascom handsets aan Abbott Olst.\n\nHet gaat om twee Ascom D63 Talker (DH7-AAAA) handsets.\n\nTe bestellen bij BusinessCom, zie artikelnummer bovenstaand tussen de haakjes.\n\nAfleveradres:\nAbbott Biologicals B.V.\nT.a.v. Mark Gerfen\nVeerweg 12\n8121 AA OLST",
  "helpNeeded": "",
  "id": 1223,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2023-01-12T08:41:27.847Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 454.76,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682902,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2023-01-11T00:00:00.000Z",
  "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": "2022-11-10T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Ascom DECT 2x D63 Talker handset voor Olst - PO000140",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}