Autotask Toolkit

v 2.13.2 PROD

Verlengen Palo Alto Implemented

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Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Veiligheidsregio Gelderland-Zuid (6524TV275)
Aangemaakt
2023-10-05
Gesloten
2023-10-10

Beschrijving

1 Huur van de Palo Alto oplossing voor de duur van 6 maanden, ingaande op 15 november 2023. 2.607,00 2.607,00 1 Remote uitvoeren updates, vernieuwen certificaten en onderhoudswerkzaamheden. 460,00 460,00 Verlengen support palo alto voor 6 maanden Huidige verloopt op 14-11

Primary quote

Naam
#1376 — Verlengen Palo Alto
Effectief vanaf
2023-10-08
Vervaldatum
2023-11-09

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Professional Services
Remote onderhoud
Product 1
2 Netwerk (LAN)
Huur voor 6 maanden van de Palo Alto
Product 1

Notes (8)

Datum Action type Assigned to Onderwerp / inhoud
2023-10-10 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
2023-10-10 Opportunity Update Erik Gunther Opportunity: None, Verlengen Palo Alto Total Revenue=3067 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=10-10-2023 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2023-10-10 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
2023-10-10 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
2023-10-10 Opportunity Update Erik Gunther Opportunity: None, Verlengen Palo Alto Total Revenue=3067 Changed Probability from 25% to 100% Changed Status from Stage 4 Contract Sent to Stage 5 Closed - WON Changed Projected Close Date from 20-10-2023 to 10-10-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-10-09 Opportunity Update Erik Gunther Opportunity: None, Verlengen Palo Alto Total Revenue=3067 Probability=25% Changed Status from Stage 1 First Contact to Stage 4 Contract Sent Projected Close Date=20-10-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-10-09 Opportunity Update Erik Gunther Opportunity: None, Verlengen Palo Alto Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=20-10-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-10-05 Opportunity Update Erik Gunther New Opportunity: None, Verlengen Palo Alto Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=20-10-2023 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": 3067.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2023-10-10T00:00:00.000Z",
  "companyID": 451,
  "contactID": 30683981,
  "cost": 0.0,
  "createDate": "2023-10-05T09:17:38.450Z",
  "creatorResourceID": 29682927,
  "description": "1 Huur van de Palo Alto oplossing voor de duur van 6\nmaanden, ingaande op 15 november 2023.\n2.607,00 2.607,00\n1 Remote uitvoeren updates, vernieuwen certificaten en\nonderhoudswerkzaamheden.\n460,00 460,00\n\n\n\nVerlengen support palo alto voor 6 maanden\n\nHuidige verloopt op 14-11",
  "helpNeeded": "",
  "id": 1551,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2023-10-10T07:24:20.040Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 3067.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2023-10-10T00:00:00.000Z",
  "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": "2023-10-05T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Verlengen Palo Alto",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}