Autotask Toolkit

v 2.21.0 PROD

Univerge Blue Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 6 - Handover
Win reason
–
Klant
Bothe Jacht Service BV (1333HJ78)
Aangemaakt
2023-06-20
Gesloten
2023-07-11

Beschrijving

UB, 1x Essentials user 1x telefoonnummer 2x @work 9 gb tablet 1x Yealink T53W

Primary quote

Naam
#1313 — Univerge Blue
Effectief vanaf
2023-07-10
Vervaldatum
2023-08-11

Maandelijkse items (2)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 Mobiel
2x @work 9GB Tablet 		Product 24 € 23,00 € 552,00
2 Telefonie
1x Essentials 1x Telefoonnummer 		Product 36 € 10,50 € 378,00
Subtotaal € 930,00

Eenmalige items (1)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 Telefonie
1x Yealink t53W 		Product 1 € 130,00 € 130,00
Subtotaal € 130,00
Totaal offerte (excl. BTW) € 1.060,00
  • 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 (8)

Datum Action type Assigned to Onderwerp / inhoud
2023-07-11 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
2023-07-11 Opportunity Update Erik Gunther Opportunity: None, Univerge Blue Total Revenue=1060 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=11-07-2023 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2023-07-11 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 Erik Gunther
2023-07-11 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 Erik Gunther
2023-07-11 Opportunity Update Erik Gunther Opportunity: None, Univerge Blue Total Revenue=1060 Changed Probability from 25% to 100% Changed Status from Stage 1 First Contact to Stage 5 Closed - WON Changed Projected Close Date from 14-07-2023 to 11-07-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-07-07 Opportunity Update Erik Gunther Opportunity: None, Univerge Blue Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 03-07-2023 to 14-07-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-06-26 Opportunity Update Erik Gunther Opportunity: None, Univerge Blue Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 23-06-2023 to 03-07-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-06-20 Opportunity Update Erik Gunther New Opportunity: None, Univerge Blue Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=23-06-2023 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": 1060.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2023-07-11T00:00:00.000Z",
  "companyID": 1150,
  "contactID": 30685857,
  "cost": 0.0,
  "createDate": "2023-06-20T10:01:07.120Z",
  "creatorResourceID": 29682927,
  "description": "UB, \n1x Essentials user \n1x telefoonnummer\n2x @work 9 gb tablet\n\n1x Yealink T53W",
  "helpNeeded": "",
  "id": 1465,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2023-07-11T07:09:27.473Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 930.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 130.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2023-07-11T00:00:00.000Z",
  "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": "2023-06-20T00:00:00.000Z",
  "status": 3,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Univerge Blue",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}