Autotask Toolkit

v 2.13.2 PROD

Emotron - voorstel verlenging 5x @work data Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 6 - Handover
Win reason
Klant
CG Drives & Automation Netherlands B.V. (5541SK15)
Aangemaakt
2023-03-03
Gesloten
2023-05-08

Beschrijving

Graag verlengen naar 5x 24maanden abonnement 5 @Work 3GB 2 jarig contract 20,00 100,00 5 Korting netwerk acties 08.05.2023 T/M 04.06.2023 -8,00 -40,00 ___ Zie opp. 804. Nieuw voorstel naar klant 26-7-202125-7-20232413GB Data26-7-202125-7-20232413GB Data26-7-202125-7-20232413GB Data26-7-202125-7-20232413GB Data26-7-202125-7-20232413GB Data Het TSV-Connect Mobiel contract van Emotron (5531NX5) gaat over 90 dagen verlopen. Let op - het gaat hierbij om een contract dat is geborgd via onze CRM applicatie! Emotron (5531NX5) - Mobiel Contract type: Recurring Service / Contract categorie: Recurring Costs Einddatum contract: 25-05-2023 Link naar het de klantpagina in onze CRM: https://tsvcrm.ezconnect2.nl/EZConnect2/main.aspx?etc=1&id=%7b8c7a6fa5-e956-ea11-80e6-005056a4356e%7d&pagetype=entityrecord (Let op! Deze link werkt niet in Edge! Als Edge standaard opent, kopieer de link dan naar een andere browswer!) (Let op! Je moet ook kunnen inloggen op CRM om deze link te kunnen openen) Gelieve actie te ondernemen om dit onder de aandacht te brengen bij de klant!

Primary quote

Naam
#1264 — Emotron - voorstel verlenging 5x @work data
Effectief vanaf
2023-05-07
Vervaldatum
2023-06-08

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Mobiel
5x @work tablet 2 jarig abonnement verlening
Product 24

Notes (15)

Datum Action type Assigned to Onderwerp / inhoud
2023-05-08 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 Erik Gunther
2023-05-08 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 Erik Gunther
2023-05-08 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 Erik Gunther
2023-05-08 Opportunity Update Erik Gunther Opportunity: None, Emotron - voorstel verlenging 5x @work data Total Revenue=1440 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=08-05-2023 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2023-05-08 Opportunity Update Erik Gunther Opportunity: None, Emotron - voorstel verlenging 5x @work data Total Revenue=1440 Probability=100% Changed Status from Stage 4 Contract Sent to Stage 5 Closed - WON Projected Close Date=08-05-2023 Opportunity Owner=Waldram, Jeroen Status=Active
2023-05-08 Opportunity Update Erik Gunther Opportunity: None, Emotron - voorstel verlenging 5x @work data Total Revenue=0 Changed Probability from 50% to 100% Sales Stage=Stage 4 Contract Sent Changed Projected Close Date from 31-05-2023 to 08-05-2023 Opportunity Owner=Waldram, Jeroen Status=Active
2023-05-02 Opportunity Update Jeroen Waldram Opportunity: None, Emotron - voorstel verlenging 5x @work data Total Revenue=0 Probability=50% Sales Stage=Stage 4 Contract Sent Changed Projected Close Date from 30-04-2023 to 31-05-2023 Opportunity Owner=Waldram, Jeroen Status=Active
2023-03-31 1 KPI Telefonisch contact Erik Gunther Offerte nabellen.
2023-04-18 0 Quick Note Erik Gunther Ruud gesproken, hij komt er dinsdag op terug
2023-04-07 Opportunity Update Erik Gunther Opportunity: None, Emotron - voorstel verlenging 5x @work data Total Revenue=0 Probability=50% Sales Stage=Stage 4 Contract Sent Changed Projected Close Date from 31-03-2023 to 30-04-2023 Opportunity Owner=Waldram, Jeroen Status=Active
2023-03-31 0 Quick Note Erik Gunther Ruud gesproken hij is er nog niet aan toe gekomen, hij probeert hier half april op terug te komen. To Do aangemaakt om hem half april te bellen.
2023-03-21 Opportunity Update Erik Gunther Opportunity: None, Emotron - voorstel verlenging 5x @work data Total Revenue=0 Probability=50% Changed Status from Stage 2 Qualification to Stage 4 Contract Sent Projected Close Date=31-03-2023 Opportunity Owner=Waldram, Jeroen Status=Active
2023-03-03 Opportunity Update Jeroen Waldram Opportunity: None, Emotron - voorstel verlenging 5x @work data Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=31-03-2023 Opportunity Owner=Waldram, Jeroen Status=Active
2023-03-03 Opportunity Update Jeroen Waldram Opportunity: None, Emotron - voorstel verlenging 5x @work data Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=31-03-2023 Opportunity Owner=Waldram, Jeroen Status=Active
2023-03-03 Opportunity Update Jeroen Waldram New Opportunity: None, Emotron - voorstel verlenging 5x @work data Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=31-03-2023 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": 1440.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2023-05-08T00:00:00.000Z",
  "companyID": 937,
  "contactID": 30685353,
  "cost": 0.0,
  "createDate": "2023-03-03T12:13:27.410Z",
  "creatorResourceID": 29682918,
  "description": "Graag verlengen naar 5x 24maanden abonnement\n5 @Work 3GB 2 jarig contract 20,00 100,00\n5 Korting netwerk acties 08.05.2023 T/M 04.06.2023 -8,00 -40,00\n\n___\nZie opp. 804. Nieuw voorstel naar klant\n\n\n26-7-202125-7-20232413GB Data26-7-202125-7-20232413GB Data26-7-202125-7-20232413GB Data26-7-202125-7-20232413GB Data26-7-202125-7-20232413GB Data\n\nHet TSV-Connect Mobiel contract van Emotron (5531NX5) gaat over 90 dagen verlopen.\n\nLet op - het gaat hierbij om een contract dat is geborgd via onze CRM applicatie!\n\nEmotron (5531NX5) - Mobiel\nContract type: Recurring Service / Contract categorie: Recurring Costs\n\nEinddatum contract: 25-05-2023\n\nLink naar het de klantpagina in onze CRM:\nhttps://tsvcrm.ezconnect2.nl/EZConnect2/main.aspx?etc=1&id=%7b8c7a6fa5-e956-ea11-80e6-005056a4356e%7d&pagetype=entityrecord\n\n(Let op! Deze link werkt niet in Edge! Als Edge standaard opent, kopieer de link dan naar een andere browswer!)\n(Let op! Je moet ook kunnen inloggen op CRM om deze link te kunnen openen)\n\nGelieve actie te ondernemen om dit onder de aandacht te brengen bij de klant!",
  "helpNeeded": "",
  "id": 1344,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2023-05-08T07:57:55.870Z",
  "leadSource": null,
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  "lossReasonDetail": "",
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  "market": "",
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  "opportunityCategoryID": 103,
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  "ownerResourceID": 29682918,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2023-05-08T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
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  "rating": null,
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  "salesOrderID": null,
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  "stage": 29682776,
  "startDate": "2023-03-03T00:00:00.000Z",
  "status": 3,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Emotron - voorstel verlenging 5x @work data",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}