Autotask Toolkit

v 2.21.0 PROD

Beumer - Extra Yealink toestel + EXP50 module en Essential licentie Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
F&J Beumer BV (1058JP49)
Aangemaakt
2023-03-06
Gesloten
2023-03-06

Beschrijving

Akkoord per mail ontvangen voor de levering van 1 Yealink Expansie module EXP-50 verkoop € 125, - eenmalig 1x Yealink T54W toestel (huur) is € 6,- per maand 1x Essential licentie 15,- per maand 1x Sevice uitbreding € 3,- per maand Contractduur gelijk aan looptijd contract van 60 maanden. Voor vragen graag met Oscar contact opnemen. ------------------------------------------------------------------------------------------------- Tijdens inventarisatie is 1 toestel vergeten. Jolanda wil toestel met module.1 x Yealink T54W toestellen (huur) met expansie modules model EXP-50 van Yealink.

Primary quote

Naam
#1197 — Beumer - Extra toestel + module en licentie
Effectief vanaf
2023-03-05
Vervaldatum
2023-04-06

Maandelijkse items (2)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 Service
7x 8 3,- per gebruiker 60 maanden 		Product 60 € 3,00 € 180,00
2 Telefonie - Toestel
Huur toestel T54W 6,- per maand 60 maanden contract 		Product 60 € 6,00 € 360,00
Subtotaal € 540,00

Eenmalige items (1)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 Telefonie - Expansie module
Expansie module Yealink EXP-50 		Product 1 € 125,00 € 125,00
Subtotaal € 125,00
Totaal offerte (excl. BTW) € 665,00
  • Autotask kent geen looptijd op een offerte. Of het maandelijkse subtotaal een bedrag per maand is of de waarde over de hele looptijd, hangt af van hoe Aantal is ingevuld — de toolkit kan dat niet afleiden.

Notes (7)

Datum Action type Assigned to Onderwerp / inhoud
2023-03-06 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
2023-03-06 Opportunity Update Jeroen Waldram Opportunity: None, Beumer - Extra Yealink toestel + EXP50 module en Essential licentie Total Revenue=665 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=06-03-2023 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2023-03-06 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
2023-03-06 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
2023-03-06 Opportunity Update Jeroen Waldram Opportunity: None, Beumer - Extra Yealink toestel + EXP50 module en Essential licentie Total Revenue=665 Probability=100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=06-03-2023 Opportunity Owner=Waldram, Jeroen Status=Active
2023-03-06 Opportunity Update Jeroen Waldram Opportunity: None, Beumer - Extra toestel + module en licentie Total Revenue=0 Changed Probability from 50% to 100% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Changed Projected Close Date from 20-03-2023 to 06-03-2023 Opportunity Owner=Waldram, Jeroen Status=Active
2023-03-06 Opportunity Update Jeroen Waldram New Opportunity: None, Beumer - Extra toestel + module en licentie Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=20-03-2023 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": 665.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2023-03-06T00:00:00.000Z",
  "companyID": 274,
  "contactID": 30683185,
  "cost": 0.0,
  "createDate": "2023-03-06T08:14:39.347Z",
  "creatorResourceID": 29682918,
  "description": "Akkoord per mail ontvangen voor de levering van 1 Yealink Expansie module EXP-50 verkoop € 125, - eenmalig\n1x Yealink T54W toestel  (huur) is € 6,- per maand\n1x Essential licentie 15,- per maand\n1x Sevice uitbreding € 3,- per maand\nContractduur gelijk aan looptijd contract van 60 maanden.\n\nVoor vragen graag met Oscar contact opnemen.\n\n------------------------------------------------------------------------------------------------- \n\n\nTijdens inventarisatie is 1 toestel vergeten. Jolanda wil toestel met module.1 x Yealink T54W toestellen (huur) met expansie modules model EXP-50 van Yealink.",
  "helpNeeded": "",
  "id": 1346,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2023-03-06T10:04:12.840Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 540.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 125.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682918,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2023-03-06T00:00:00.000Z",
  "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": "2023-03-06T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Beumer - Extra Yealink toestel + EXP50 module en Essential licentie",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}