Autotask Toolkit

v 2.21.0 PROD

Test Opportunity Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 6 - Handover
Win reason
–
Klant
KNMI (1245TEST)
Aangemaakt
2023-09-25
Gesloten
2023-09-25

Beschrijving

Erik gaat deze verprutsen

Primary quote

Naam
#1366 — Test-Quote-KNMI
Effectief vanaf
2023-09-24
Vervaldatum
2023-10-25

Deze quote is bedoeld om t ekijken wat er gebeurt.

Maandelijkse items (2)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 12 x @work
Deze klant neemt 'mobiele diensten of producten' af van TSV. 		Product 1 € 10,00 € 10,00
2 Omada Netwerk
Deze klant neemt 'netwerk (LAN) diensten of producten' af van TSV. 		Product 1 € 100,00 € 100,00
Subtotaal € 110,00

Eenmalige items (1)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 Mobiel
Deze klant neemt 'mobiele diensten of producten' af van TSV. 		Product 1 € 30,00 € 30,00
Subtotaal € 30,00
Totaal offerte (excl. BTW) € 140,00
  • 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 (5)

Datum Action type Assigned to Onderwerp / inhoud
2023-09-25 General Marc Blankestijn 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 Marc Blankestijn
2023-09-25 Opportunity Update Marc Blankestijn Opportunity: None, Test Opportunity Total Revenue=1320 Changed Probability from 25% to 100% Sales Stage=Stage 6 - Handover Projected Close Date=30-09-2023 Opportunity Owner=Blankestijn, Marc Status=Closed
2023-09-25 Opportunity Update Marc Blankestijn Opportunity: None, Test Opportunity Total Revenue=1320 Probability=25% Changed Status from Stage 1 First Contact to Stage 6 - Handover Projected Close Date=30-09-2023 Opportunity Owner=Blankestijn, Marc Status=Closed
2023-09-25 Opportunity Update Marc Blankestijn Opportunity: None, Test Opportunity Total Revenue=1320 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=30-09-2023 Opportunity Owner=Blankestijn, Marc Changed Status from Active to Closed
2023-09-25 Opportunity Update Marc Blankestijn New Opportunity: None, Test Opportunity Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=30-09-2023 Opportunity Owner=Blankestijn, Marc Status=Active
Volledige record uit Autotask 
{
  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 1350.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2023-09-25T00:00:00.000Z",
  "companyID": 336,
  "contactID": null,
  "cost": 960.0,
  "createDate": "2023-09-25T12:10:55.540Z",
  "creatorResourceID": 29682886,
  "description": "Erik gaat deze verprutsen",
  "helpNeeded": "",
  "id": 1539,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2023-09-25T12:19:55.253Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 80.0,
  "monthlyRevenue": 110.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 30.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682886,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2023-09-30T00:00:00.000Z",
  "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": "2023-09-25T00:00:00.000Z",
  "status": 3,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Test Opportunity",
  "totalAmountMonths": 12,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}