Autotask Toolkit

v 2.13.2 PROD

Nieuwe SBC Portugal Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Koopman International BV (1031HH88)
Aangemaakt
2023-03-24
Gesloten
2023-03-30

Beschrijving

Uitleveren op vestiging Amsterdam: Mediant 500 with 2 Active/Standby pairs of GE interfaces SBC session license upgrade for 10 sessions, when ordering within the 10-250 session range (1 to 25 units) Zie offerte Actis in de inkoop map van sharepoint Heb je ook een offerte voor een nieuwe SBC ter behoeve kantoor Portugal. Zie ook opp:1252

Primary quote

Naam
#1224 — Nieuwe SBC Portugal
Effectief vanaf
2023-03-23
Vervaldatum
2023-04-24

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Professional Services
Professional services TSV bestaande uit: Voorbereidende besprekingen Voorbereiden SBC en Avaya Remote assistentie installeren SBC Remote migratie- en testondersteuning Projectmanagement 		Product 1
2 Telefonie
AudioCodes Mediant SBC met 10 channels 		Product 1

Notes (7)

Datum Action type Assigned to Onderwerp / inhoud
2023-03-30 General Erik Gunther 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
2023-03-30 General Erik Gunther 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
2023-03-30 General Erik Gunther 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
2023-03-30 Opportunity Update Erik Gunther Opportunity: None, Nieuwe SBC Portugal Total Revenue=4023 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=14-04-2023 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2023-03-30 Opportunity Update Erik Gunther Opportunity: None, Nieuwe SBC Portugal Total Revenue=4023 Changed Probability from 25% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=14-04-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-03-28 Opportunity Update Erik Gunther Opportunity: None, Nieuwe SBC Portugal Total Revenue=0 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=14-04-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-03-24 Opportunity Update Erik Gunther New Opportunity: None, Nieuwe SBC Portugal Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=14-04-2023 Opportunity Owner=Gunther, Erik Status=Active
Volledige record uit Autotask 
{
  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 4023.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2023-03-30T00:00:00.000Z",
  "companyID": 340,
  "contactID": 30683534,
  "cost": 0.0,
  "createDate": "2023-03-24T14:33:25.867Z",
  "creatorResourceID": 29682927,
  "description": "Uitleveren op vestiging Amsterdam:\nMediant 500 with 2 Active/Standby pairs of GE interfaces\nSBC session license upgrade for 10 sessions, when ordering within the 10-250 session\nrange (1 to 25 units)\n\nZie offerte Actis in de inkoop map van sharepoint\n\nHeb je ook een offerte voor een nieuwe SBC ter behoeve kantoor Portugal.\nZie ook opp:1252",
  "helpNeeded": "",
  "id": 1384,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2023-03-30T06:50:05.773Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 4023.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2023-04-14T00:00:00.000Z",
  "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": "2023-03-24T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Nieuwe SBC Portugal",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}