Autotask Toolkit

v 2.13.2 PROD

EO - Remote toegang RMA T20230124.0013 Implemented

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Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Vereniging De Evangelische Omroep (Eo) (1213AC79)
Aangemaakt
2023-01-26
Gesloten
2023-02-09

Beschrijving

T20230124.0013 Klant is akkoord voor RMA oplossing van TSV voor beveiligde toegang. Bedrag eenmalig € 550,- Getekende orderbevestiging staat in de map. -------------------------------------------------------------------------------------------------------- Klant wil geen VPN toegang meer voor TSV. Voorstel sturen RMA Dag Jeroen, Helaas kan ik dat nog niet aangeven. Het voorstel ligt ter goedkeuring bij het management. Ik wacht op dit moment zelf ook op goedkeuring. Met vriendelijke groet, EVANGELISCHE OMROEP Peter Regelink Infrastructuur Architect / Senior Systeembeheerder

Primary quote

Naam
#1171 — EO - Remote toegang RMA T20230124.0013
Effectief vanaf
2023-02-08
Vervaldatum
2023-03-09

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Professional Services
Standaard RMA oplossing
Product 1

Notes (8)

Datum Action type Assigned to Onderwerp / inhoud
2023-02-09 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
2023-02-09 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
2023-02-09 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
2023-02-09 Opportunity Update Jeroen Waldram Opportunity: None, EO - Remote toegang RMA T20230124.0013 Total Revenue=550 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=09-02-2023 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2023-02-09 Opportunity Update Jeroen Waldram Opportunity: None, EO - Remote toegang RMA T20230124.0013 Total Revenue=550 Changed Probability from 50% to 100% Changed Status from Stage 2 Qualification to Stage 5 Closed - WON Changed Projected Close Date from 17-02-2023 to 09-02-2023 Opportunity Owner=Waldram, Jeroen Status=Active
2023-02-09 Opportunity Update Jeroen Waldram Opportunity: None, EO - Remote toegang RMA T20230124.0013 Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=17-02-2023 Opportunity Owner=Waldram, Jeroen Status=Active
2023-02-08 Opportunity Update Jeroen Waldram Opportunity: None, EO - Remote toegang RMA T20230124.0013 Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=17-02-2023 Opportunity Owner=Waldram, Jeroen Status=Active
2023-01-26 Opportunity Update Jeroen Waldram New Opportunity: None, EO - Remote toegang RMA T20230124.0013 Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=17-02-2023 Opportunity Owner=Waldram, Jeroen Status=Active
Volledige record uit Autotask
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  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 550.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2023-02-09T00:00:00.000Z",
  "companyID": 453,
  "contactID": 30683990,
  "cost": 0.0,
  "createDate": "2023-01-26T16:45:13.617Z",
  "creatorResourceID": 29682918,
  "description": "T20230124.0013\n\nKlant is akkoord voor RMA oplossing van TSV voor beveiligde toegang. \nBedrag eenmalig € 550,-\nGetekende orderbevestiging staat in de map.\n\n--------------------------------------------------------------------------------------------------------\n\nKlant wil geen VPN toegang meer voor TSV. Voorstel sturen RMA\n\nDag Jeroen,\n\nHelaas kan ik dat nog niet aangeven. Het voorstel ligt ter goedkeuring bij het management. Ik wacht op dit moment zelf ook op goedkeuring.\n\nMet vriendelijke groet,\nEVANGELISCHE OMROEP\n\nPeter Regelink\nInfrastructuur Architect / Senior Systeembeheerder",
  "helpNeeded": "",
  "id": 1298,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2023-02-09T11:20:03.217Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 550.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682918,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2023-02-09T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
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  "rating": null,
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  "revenueSpread": 0,
  "revenueSpreadUnit": "",
  "salesOrderID": null,
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  "semiannualCost": 0.0,
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  "stage": 29682776,
  "startDate": "2023-01-26T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "EO - Remote toegang RMA T20230124.0013",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}