Autotask Toolkit

v 2.13.2 PROD

Extra Mitel 6930 Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Geveke Werktuigbouw BV (1014BA51)
Aangemaakt
2023-10-27
Gesloten
2023-10-27

Beschrijving

Uitleveren: 1x Mitel 6930w - 50008386 businesscom 1x order en verzendkosten Toestel is voor Ryan Kos Wil jij dit oppakken en een opportunity aanmaken? Betreft een orderbevestiging voor een Mitel 6930 toestel. In de eerste offerte 00000947 hadden we toestellen voor een eenmalig tarief van 214,- aangeboden maar dat zal nu niet gaan. In ieder geval moeten we 30% marge maken. 6930 IP Phone incl. UTP kabel 3 meter 214,00

Primary quote

Naam
#1404 — Extra Mitel 6930
Effectief vanaf
2023-10-26
Vervaldatum
2023-11-27

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Professional Services
Order en verzendkosten
Product 1
2 Telefonie
1x Mitel 6930W
Product 1

Notes (10)

Datum Action type Assigned to Onderwerp / inhoud
2023-10-27 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
2023-10-27 Opportunity Update Erik Gunther Opportunity: None, Extra Mitel 6930 Total Revenue=335 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 03-11-2023 to 27-10-2023 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2023-10-27 Opportunity Update Erik Gunther Opportunity: None, Extra Mitel 6930 Total Revenue=335 Probability=100% Sales Stage=Stage 5 Closed - WON Projected Close Date=03-11-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-10-27 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
2023-10-27 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
2023-10-27 Opportunity Update Erik Gunther Opportunity: None, Extra Mitel 6930 Total Revenue=335 Changed Probability from 25% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=03-11-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-10-27 Opportunity Update Erik Gunther Opportunity: None, Extra Mitel 6930 Total Revenue=0 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=03-11-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-10-27 Opportunity Update Erik Gunther Opportunity: None, Extra Mitel 6930 Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=03-11-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-10-27 Opportunity Update Erik Gunther Opportunity: None, Extra Mitel 6930 Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=03-11-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-10-27 Opportunity Update Erik Gunther New Opportunity: None, Extra Mitel 6930 Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=03-11-2023 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": 335.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2023-10-27T00:00:00.000Z",
  "companyID": 292,
  "contactID": 30683330,
  "cost": 0.0,
  "createDate": "2023-10-27T09:28:06.737Z",
  "creatorResourceID": 29682927,
  "description": "Uitleveren:\n1x Mitel 6930w - 50008386 businesscom\n1x order en verzendkosten\n\nToestel is voor Ryan Kos\n\nWil jij dit oppakken en een opportunity aanmaken?\n\nBetreft een orderbevestiging voor een Mitel 6930 toestel. In de eerste offerte 00000947 hadden we toestellen voor een eenmalig tarief van 214,- aangeboden maar dat zal nu niet gaan. In ieder geval moeten we 30% marge maken.\n\n\n\n6930 IP Phone incl. UTP kabel 3 meter 214,00",
  "helpNeeded": "",
  "id": 1592,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2023-10-27T14:49:34.640Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 335.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2023-10-27T00:00:00.000Z",
  "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": "2023-10-27T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Extra Mitel 6930",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}