Autotask Toolkit

v 2.13.2 PROD

Meeluister hoorn Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Gezondheidscentrum Schalkwijk(2037XE13)
Aangemaakt
2023-09-20
Gesloten
2023-09-21

Beschrijving

1x Meeluister set - Businesscom - TS500-004 1x order en verzendkosten Wij hebben voor onze stagiaires 2 meeluister apparaatje, zoals hieronder afgebeeld: We zouden graag nog een soortgelijke set willen bestellen voor de 3e etage. Eveline had gezien dat jullie deze set ook aanbieden in een headset zodat de stagiaire handsfree kan meeluisteren en kan meeschrijven met het telefoongesprek. Wat adviseren jullie?

Primary quote

Naam
#1362 — Meeluister hoorn
Effectief vanaf
2023-09-19
Vervaldatum
2023-10-20

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Professional Services
Order en verzendkosten
Product 1
2 Telefonie
Meeluister set
Product 1

Notes (8)

Datum Action type Assigned to Onderwerp / inhoud
2023-09-21 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) or Standaard (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
2023-09-21 Opportunity Update Erik Gunther Opportunity: None, Meeluister hoorn Total Revenue=72 Changed Probability from 25% to 100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=21-09-2023 Opportunity Owner=Gunther, Erik Status=Closed
2023-09-21 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) or Standaard (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
2023-09-21 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) or Standaard (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
2023-09-21 Opportunity Update Erik Gunther Opportunity: None, Meeluister hoorn Total Revenue=72 Probability=25% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 29-09-2023 to 21-09-2023 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2023-09-20 Opportunity Update Erik Gunther Opportunity: None, Meeluister hoorn Total Revenue=0 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=29-09-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-09-20 Opportunity Update Erik Gunther Opportunity: None, Meeluister hoorn Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=29-09-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-09-20 Opportunity Update Erik Gunther New Opportunity: None, Meeluister hoorn Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=29-09-2023 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": 72.5,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2023-09-21T00:00:00.000Z",
  "companyID": 925,
  "contactID": 30685512,
  "cost": 0.0,
  "createDate": "2023-09-20T12:15:57.433Z",
  "creatorResourceID": 29682927,
  "description": "1x Meeluister set - Businesscom - TS500-004\n1x order en verzendkosten\n\n\nWij hebben voor onze stagiaires 2 meeluister apparaatje, zoals hieronder afgebeeld:\nWe zouden graag nog een soortgelijke set willen bestellen voor de 3e etage.\nEveline had gezien dat jullie deze set ook aanbieden in een headset zodat de stagiaire handsfree kan meeluisteren en kan meeschrijven met het telefoongesprek.\nWat adviseren jullie?",
  "helpNeeded": "",
  "id": 1538,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2023-09-21T11:23:08.780Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 72.5,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2023-09-21T00:00:00.000Z",
  "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": "2023-09-20T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Meeluister hoorn",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}