Autotask Toolkit

v 2.13.2 PROD

Nieuwe service overeenkomst voor 13 maanden Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 6 - Handover
Win reason
Klant
Abbott BV (8011BZ4)
Aangemaakt
2023-02-27
Gesloten
2023-04-04

Beschrijving

De 3-jarige serviceovereenkomst, zoals in 2020 afgesloten verloopt. Abbott is haar bedrijfscommunicatie aan het veranderen en zet Global in op Microsoft Teams tenzij. Dit zal resulteren in een hybride nieuwe architectuur. Omdat deze digitale transformatie tijd nodig heeft, bieden wij een nieuwe overeenkomst aan met de duur van 13 maanden. Vanaf 01/04/2023 tot 30/04/2024. Ik (Frank) zal Jessica van alle informatie voorzien om deze verlenging te verwerken.

Primary quote

Naam
#1188 — Nieuwe service overeenkomst voor 1 jaar
Effectief vanaf
2023-02-26
Vervaldatum
2023-03-27

Maandelijkse items (1)

# Artikel of dienst Item type Aantal
1 Service
Abbott Maintenance voor de periode 01/04/2023 tot 30/04/2024. Let op! totaal 13 maanden.
Product 13

Notes (6)

Datum Action type Assigned to Onderwerp / inhoud
2023-04-04 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
2023-04-04 Opportunity Update Frank Lunstroo Opportunity: None, Nieuwe service overeenkomst voor 13 maanden Total Revenue=35191 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=04-04-2023 Opportunity Owner=Lunstroo, Frank Status=Closed
2023-04-04 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
2023-04-04 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
2023-04-04 Opportunity Update Frank Lunstroo Opportunity: None, Nieuwe service overeenkomst voor 13 maanden Total Revenue=35191 Changed Probability from 25% to 100% Changed Status from Stage 1 First Contact to Stage 5 Closed - WON Changed Projected Close Date from 29-03-2023 to 04-04-2023 Opportunity Owner=Lunstroo, Frank Changed Status from Active to Closed
2023-02-27 Opportunity Update Frank Lunstroo New Opportunity: None, Nieuwe service overeenkomst voor 1 jaar Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=29-03-2023 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": 35191.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2023-04-04T00:00:00.000Z",
  "companyID": 185,
  "contactID": 30685074,
  "cost": 0.0,
  "createDate": "2023-02-27T14:53:33.427Z",
  "creatorResourceID": 29682902,
  "description": "De 3-jarige serviceovereenkomst, zoals in 2020 afgesloten verloopt.\n\nAbbott is haar bedrijfscommunicatie aan het veranderen en zet Global in op Microsoft Teams tenzij. Dit zal resulteren in een hybride nieuwe architectuur.\n\nOmdat deze digitale transformatie tijd nodig heeft, bieden wij een nieuwe overeenkomst aan met de duur van 13 maanden.\n\nVanaf 01/04/2023 tot 30/04/2024.\n\nIk (Frank) zal Jessica van alle informatie voorzien om deze verlenging te verwerken.",
  "helpNeeded": "",
  "id": 1335,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2023-04-04T10:14:33.360Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 35191.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 0.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682902,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2023-04-04T00:00:00.000Z",
  "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": "2023-02-27T00:00:00.000Z",
  "status": 3,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Nieuwe service overeenkomst voor 13 maanden",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}