Autotask Toolkit

v 2.13.2 PROD

T20231103.0004 - Offerte aanvraag 3x vast toestel. Implemented

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Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Twins Investments B.V. (2691GH146)
Aangemaakt
2023-11-03
Gesloten
2023-11-06

Beschrijving

1x Gigaset N670 - S30852-H2714-R101 - Businesscom 1x Gigaset S700h - S30852-H2974-R102 - Businesscom 2x Avaya J139 - 700513916 - Westcon 2 uur arbeid en voorrijkosten. Er is op 18-10 een aanvraag per mail gedaan maar nog geen reactie op ontvangen. De aanvraag was voor 3x maal vast, maar indien mogelijk wil men nu graag 2x vast toestel en een dect die op verschillende plekken ingezet kan worden Eventueel met losse lader zodat het basisstation op 1 plek kan blijven (?) Contact gehad met de klant en presales ticket gemaakt.

Primary quote

Naam
#1408 — T20231103.0004 - Offerte aanvraag 3x vast toestel.
Effectief vanaf
2023-11-05
Vervaldatum
2023-12-06

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Telefonie
1x Gigaset N670 met S700h 2x Avaya j139 		Product 1
2 Professional Services
2 uur en voorrijkosten 		Product 1

Notes (11)

Datum Action type Assigned to Onderwerp / inhoud
2023-11-14 General Erik Gunther Workflow Rule "Projected closed date naar Closed date" fired.
When an opportunity is: Edited And the following conditions are met: Stage equal to "Stage 6 - Handover" Then execute the following actions: Set Projected Close Date To 0 Calendar Day(s) from Current Time Initiated by André Kik
2023-11-06 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
2023-11-06 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
2023-11-06 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
2023-11-06 Opportunity Update Erik Gunther Opportunity: None, T20231103.0004 - Offerte aanvraag 3x vast toestel. Total Revenue=910 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=06-11-2023 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2023-11-06 Opportunity Update Erik Gunther Opportunity: None, T20231103.0004 - Offerte aanvraag 3x vast toestel. Total Revenue=910 Probability=100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 10-11-2023 to 06-11-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-11-06 Opportunity Update Erik Gunther Opportunity: None, T20231103.0004 - Offerte aanvraag 3x vast toestel. Total Revenue=365 Changed Probability from 25% to 100% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Projected Close Date=10-11-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-11-03 Opportunity Update Erik Gunther Opportunity: None, T20231103.0004 - Offerte aanvraag 3x vast toestel. Total Revenue=0 Changed Probability from 1% to 25% Changed Status from Stage 1 First Contact to Stage 2 Qualification Projected Close Date=10-11-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-11-03 Opportunity Update Erik Gunther Opportunity: None, T20231103.0004 - Offerte aanvraag 3x vast toestel. Total Revenue=0 Probability=1% Sales Stage=Stage 1 First Contact Projected Close Date=10-11-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-11-03 General Erik Gunther Workflow Rule "Technische Opportunity naar Sales Agent" fired.
When an opportunity is: Created And the following conditions are met: Opportunity Owner in list "Blankestijn, Marc or Kik, André" Then execute the following actions: Set Opportunity Owner To "Gunther, Erik" Set Probability To "1" Send notification e-mail (Opportunity - Re-assigned (Wizard)) to egunther@tsv-groep.nl Initiated by André Kik
2023-11-03 Opportunity Update André Kik New Opportunity: None, T20231103.0004 - Offerte aanvraag 3x vast toestel. Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=10-11-2023 Opportunity Owner=Kik, André Status=Active
Volledige record uit Autotask 
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  "amount": 910.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2023-11-06T00:00:00.000Z",
  "companyID": 440,
  "contactID": 30683938,
  "cost": 0.0,
  "createDate": "2023-11-03T10:19:17.037Z",
  "creatorResourceID": 29682888,
  "description": "1x Gigaset N670 - S30852-H2714-R101 - Businesscom\n1x Gigaset S700h - S30852-H2974-R102 - Businesscom\n2x Avaya J139 - 700513916 - Westcon\n\n2 uur arbeid en voorrijkosten.\n\n\n\nEr is op 18-10 een aanvraag per mail gedaan maar nog geen reactie op ontvangen.\n\nDe aanvraag was voor 3x maal vast, maar indien mogelijk wil men nu graag 2x vast toestel en een dect die op verschillende plekken ingezet kan worden\nEventueel met losse lader zodat het basisstation op 1 plek kan blijven (?)\n\n\nContact gehad met de klant en presales ticket gemaakt.",
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  "opportunityCategoryID": 103,
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  "ownerResourceID": 29682927,
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  "probability": 100,
  "productID": 2,
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  "title": "T20231103.0004 - Offerte aanvraag 3x vast toestel.",
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  "winReason": null,
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}