Autotask Toolkit

v 2.13.2 PROD

Test Marc Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 5 Closed - WON
Win reason
Hangt aan een merk
Detail
Test
Klant
Flight 815 B.V. (1068VM197)
Aangemaakt
2023-05-11
Gesloten
2023-05-11

Beschrijving

Test Marc

Primary quote

Naam
#1267 — Test Marc
Effectief vanaf
2023-05-10
Vervaldatum
2023-06-11

Maandelijkse items (5)

# Artikel of dienst Item type Aantal
1 Univerge Blue Connect Essential
Cloud PBX-telefoonsysteem met team chat, aanwezigheid, cloud opslag, en basis video- conferentie functionaliteit 		Service 0
2 Univerge Blue Connect Pro
Geavanceerd communicatie en samenwerkingsplatform met uitgebreide video-conferentie functionaliteit 		Service 6
3 Univerge Blue Connect voor Teams
Basis telefoondienst geïntegreerd met Microsoft Teams als één app, inclusief CONNECT Call2Teams om te gebruiken als Teams PBX 		Service 5
4 Univerge Blue Connect ProPlus
PRO-pakket met verder uitgebreide cloud opslag en videoconferentie capaciteit meer integratie- mogelijkheden met derden 		Service 10
5 Univerge Blue Connect Esssentials
Cloud PBX-telefoonsysteem met team chat, aanwezigheid, cloud opslag, en basis video- conferentie functionaliteit 		Product 15

Notes (6)

Datum Action type Assigned to Onderwerp / inhoud
2023-05-11 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 Marc Blankestijn
2023-05-11 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 Marc Blankestijn
2023-05-11 Opportunity Update Marc Blankestijn Closed Date: 11-05-2023 00:00 Notified: mblankestijn@tsv-groep.nl Subject: Closed Opportunity for Flight 815 B.V. (1068VM197) Body:
2023-05-11 Opportunity Update Jeroen Waldram Opportunity: None, Test Marc Changed Total Revenue from 44625,00 to 17850,00 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=19-05-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-05-11 Opportunity Update Marc Blankestijn Opportunity: None, Test Marc Changed Total Revenue from 413.75 to 24825.00 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=19-05-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-05-11 Opportunity Update Erik Gunther New Opportunity: None, Test Marc Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=19-05-2023 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": 18120.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2023-05-11T00:00:00.000Z",
  "companyID": 267,
  "contactID": null,
  "cost": 11283.6,
  "createDate": "2023-05-11T12:36:20.010Z",
  "creatorResourceID": 29682927,
  "description": "Test Marc",
  "helpNeeded": "",
  "id": 1432,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2023-05-11T15:08:38.897Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 470.15,
  "monthlyRevenue": 755.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 0.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 25,
  "productID": 2,
  "projectedCloseDate": "2023-05-19T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
  "quarterlyRevenue": 0.0,
  "rating": null,
  "relationshipAssessmentScore": null,
  "revenueSpread": 0,
  "revenueSpreadUnit": "",
  "salesOrderID": 29,
  "salesProcessPercentComplete": null,
  "semiannualCost": 0.0,
  "semiannualRevenue": 0.0,
  "stage": 29682774,
  "startDate": "2023-05-11T00:00:00.000Z",
  "status": 3,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Test Marc",
  "totalAmountMonths": 24,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": 1,
  "winReasonDetail": "Test",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}