Autotask Toolkit

v 2.13.2 PROD

Migratie mobiel nummer Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 6 - Handover
Win reason
–
Klant
Dekker Tankopslag BV (2935AR66)
Aangemaakt
2023-06-09
Gesloten
2023-07-21

Beschrijving

2x portering, 1x abonnement, zie mail met laatste factuur 0653645651 1x prepaid 0646476788 Een collega van ons heeft een prive nummer welke uit zijn abonnement is gelopen. (nu dus een prepaid nummer ) Deze zouden wij graag over willen zetten naar zakelijk abonnement + nummerbehoud.

Primary quote

Naam
#1316 — Migratie mobiel nummer
Effectief vanaf
2023-07-10
Vervaldatum
2023-08-11

Maandelijkse items (1)

# Artikel of dienst Item type Aantal
1 Mobiel
2x mobiel abonnement 		Product 19

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Mobiel aansluitkosten
Mobiel aansluitkosten 		Product 1

Notes (8)

Datum Action type Assigned to Onderwerp / inhoud
2023-07-21 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
2023-07-21 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
2023-07-21 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
2023-07-21 Opportunity Update Erik Gunther Opportunity: None, Migratie mobiel nummer Total Revenue=762 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=21-07-2023 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2023-07-21 Opportunity Update Erik Gunther Opportunity: None, Migratie mobiel nummer Total Revenue=762 Changed Probability from 25% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 22-07-2023 to 21-07-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-07-11 Opportunity Update Erik Gunther Opportunity: None, Migratie mobiel nummer Total Revenue=762 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=22-07-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-06-22 Opportunity Update Erik Gunther Opportunity: None, Migratie mobiel nummer Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 16-06-2023 to 22-07-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-06-09 Opportunity Update Erik Gunther New Opportunity: None, Migratie mobiel nummer Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=16-06-2023 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": 762.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2023-07-21T00:00:00.000Z",
  "companyID": 249,
  "contactID": 30685257,
  "cost": 0.0,
  "createDate": "2023-06-09T12:05:40.083Z",
  "creatorResourceID": 29682927,
  "description": "2x portering,\n1x abonnement, zie mail met laatste factuur 0653645651\n1x prepaid 0646476788\n\nEen collega van ons heeft een prive nummer welke uit zijn abonnement is gelopen. (nu dus een prepaid nummer )\nDeze zouden wij graag over willen zetten naar zakelijk abonnement + nummerbehoud.",
  "helpNeeded": "",
  "id": 1458,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2023-07-21T07:05:12.987Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 722.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 40.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2023-07-21T00:00:00.000Z",
  "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": "2023-06-09T00:00:00.000Z",
  "status": 3,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Migratie mobiel nummer",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}