Autotask Toolkit

v 2.13.2 PROD

Dekker - Extra spraak + data abonnement Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 6 - Handover
Win reason
Klant
Dekker Tankopslag BV (2935AR66)
Aangemaakt
2023-01-26
Gesloten
2023-01-26

Beschrijving

Akkoord ontvangen voor: 1x Nieuw T-Mobile abonnement (spraak & data coörperate rateplan A) met nummer 0638980136 8931163200040902600 T-Mobile Simkaart hiervoor heb ik reeds toegestuurd aan de klant. De simkaart is reeds door de klant geactiveerd op 20-1-2023. Facturatie kan in gang worden gezet. Belangrijk: Facturatie graag op Factuurvenootschap: Dekker Tankopslag B.V. Looptijd: gelijk aan andere abonnementen (nog 14 maanden) Kosten 1x spraak + data: €19,00,- per maand en €20,00,- eenmalige aansluitkosten 0638980136 8931163200040902600 20-1-2023 12:11:07 20-1-2023 79438352 Geactiveerd ------------------------------------------------------------------------------------------------------------------------------------------------------

Primary quote

Naam
#1159 — Dekker - Extra spraak + data abonnement
Effectief vanaf
2023-01-25
Vervaldatum
2023-02-26

Maandelijkse items (1)

# Artikel of dienst Item type Aantal
1 Mobiel
Spraak + data CORA Deze klant neemt 'mobiele diensten of producten' af van TSV.
Product 14

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Professional Services
Activatiekosten mobiel
Product 1

Notes (8)

Datum Action type Assigned to Onderwerp / inhoud
2023-01-26 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)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 Jeroen Waldram
2023-01-26 Opportunity Update Jeroen Waldram Opportunity: None, Dekker - Extra spraak + data abonnement Total Revenue=286 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=26-01-2023 Opportunity Owner=Waldram, Jeroen Status=Closed
2023-01-26 Opportunity Update Jeroen Waldram Opportunity: None, Dekker - Extra spraak + data abonnement Total Revenue=286 Probability=100% Sales Stage=Stage 5 Closed - WON Projected Close Date=26-01-2023 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2023-01-26 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)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 Jeroen Waldram
2023-01-26 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)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 Jeroen Waldram
2023-01-26 Opportunity Update Jeroen Waldram Opportunity: None, Dekker - Extra spraak + data abonnement Total Revenue=286 Changed Probability from 10% to 100% Changed Status from Stage 2 Qualification to Stage 5 Closed - WON Changed Projected Close Date from 27-01-2023 to 26-01-2023 Opportunity Owner=Waldram, Jeroen Status=Active
2023-01-26 Opportunity Update Jeroen Waldram Opportunity: None, Dekker - Extra spraak + data abonnement Total Revenue=0 Changed Probability from 50% to 10% Sales Stage=Stage 2 Qualification Projected Close Date=27-01-2023 Opportunity Owner=Waldram, Jeroen Status=Active
2023-01-26 Opportunity Update Jeroen Waldram New Opportunity: None, Dekker - Extra spraak + data abonnement Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=27-01-2023 Opportunity Owner=Waldram, Jeroen Status=Active
Volledige record uit Autotask
{
  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 286.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2023-01-26T00:00:00.000Z",
  "companyID": 249,
  "contactID": 30685257,
  "cost": 0.0,
  "createDate": "2023-01-26T12:47:35.457Z",
  "creatorResourceID": 29682918,
  "description": "Akkoord ontvangen voor:\n1x Nieuw T-Mobile abonnement (spraak & data coörperate rateplan A) met nummer\n\n0638980136 8931163200040902600\n\nT-Mobile Simkaart hiervoor heb ik reeds toegestuurd aan de klant.\n\nDe simkaart is reeds door de klant geactiveerd op 20-1-2023. \nFacturatie kan in gang worden gezet.\n\nBelangrijk:\n\nFacturatie graag op Factuurvenootschap: Dekker Tankopslag B.V.\n\nLooptijd: gelijk aan andere abonnementen (nog 14 maanden)\nKosten 1x spraak + data: €19,00,- per maand en €20,00,- eenmalige aansluitkosten\n\n\n0638980136    8931163200040902600    20-1-2023 12:11:07    20-1-2023    79438352    Geactiveerd\n\n------------------------------------------------------------------------------------------------------------------------------------------------------",
  "helpNeeded": "",
  "id": 1297,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2023-01-26T15:19:42.490Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 266.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 20.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682918,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2023-01-26T00:00:00.000Z",
  "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": "2023-01-26T00:00:00.000Z",
  "status": 3,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Dekker - Extra spraak + data abonnement",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}