Autotask Toolkit

v 2.13.2 PROD

Teams trail Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 6 - Handover
Win reason
–
Klant
Gemeente Stichtse Vecht (3601GR1)
Aangemaakt
2023-04-18
Gesloten
2023-05-15

Beschrijving

Zoals hieronder benoemd graag een offerte opstellen voor de Teams proeftuin bij GSV: - 2 dagen arbeid (16*115 euro) - 10 licenties voor 10 gebruikers MRC (10*3 euro) Graag ook op de offerte ‘optioneel’ opnemen extra tijd voor begeleiding als we over die 16 uur heen gaan, met daarbij de kosten voor voorrijden indien het op locatie moet gebeuren. Mag direct naar Marjo ter goedkeuring.

Primary quote

Naam
#1251 — Microsoft Teams testomgeving
Effectief vanaf
2023-04-18
Vervaldatum
2023-05-19

Maandelijkse items (1)

# Artikel of dienst Item type Aantal
1 Telefonie
Licentie kosten 		Product 1

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Professional Services
Uurloon 		Product 16

Notes (10)

Datum Action type Assigned to Onderwerp / inhoud
2023-05-15 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
2023-05-15 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
2023-05-15 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
2023-05-15 Opportunity Update Erik Gunther Opportunity: None, Teams trail Total Revenue=1870 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=15-05-2023 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2023-05-15 Opportunity Update Erik Gunther Opportunity: None, Teams trail Total Revenue=1870 Changed Probability from 25% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=15-05-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-05-12 Opportunity Update Erik Gunther Opportunity: None, Teams trail Total Revenue=1870 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 12-05-2023 to 15-05-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-05-05 Opportunity Update Erik Gunther Opportunity: None, Teams trail Total Revenue=1870 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 05-05-2023 to 12-05-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-04-24 Opportunity Update Erik Gunther Opportunity: None, Teams trail Total Revenue=1870 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 21-04-2023 to 05-05-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-04-19 Opportunity Update Erik Gunther Opportunity: None, Teams trail Total Revenue=0 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=21-04-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-04-18 Opportunity Update Erik Gunther New Opportunity: None, Teams trail Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=21-04-2023 Opportunity Owner=Gunther, Erik Status=Active
Volledige record uit Autotask 
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  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 1870.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2023-05-15T00:00:00.000Z",
  "companyID": 285,
  "contactID": 30685490,
  "cost": 0.0,
  "createDate": "2023-04-18T11:59:36.887Z",
  "creatorResourceID": 29682927,
  "description": "Zoals hieronder benoemd graag een offerte opstellen voor de Teams proeftuin bij GSV:\n\n- 2 dagen arbeid (16*115 euro)\n- 10 licenties voor 10 gebruikers MRC (10*3 euro)\n\nGraag ook op de offerte ‘optioneel’ opnemen extra tijd voor begeleiding als we over die 16 uur heen gaan, met daarbij de kosten voor voorrijden indien het op locatie moet gebeuren. Mag direct naar Marjo ter goedkeuring.",
  "helpNeeded": "",
  "id": 1411,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2023-05-15T10:30:40.823Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 30.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 1840.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2023-05-15T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
  "quarterlyRevenue": 0.0,
  "rating": null,
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  "revenueSpread": 0,
  "revenueSpreadUnit": "",
  "salesOrderID": null,
  "salesProcessPercentComplete": null,
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  "stage": 29682776,
  "startDate": "2023-04-18T00:00:00.000Z",
  "status": 3,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Teams trail",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}