Autotask Toolkit

v 2.13.2 PROD

1x Avaya 3730 met oplader Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Stichting Leger des Heils Welzijns- en Gezondheidszorg (1315GN10)
Aangemaakt
2023-11-24
Gesloten
2023-11-24

Beschrijving

Uitleveren: 1x Avaya 3730 700513191 1x Avaya 373x oplader 700466253 1x Order en verzendkosten Zou er nog een Avaya dect-toestel geleverd kunnen worden aan: Leger des Heils. t.a.v. Dorette de Wolf Almenseweg 6 7211 ME Eefde Facturatie onder vermelding van ticket I231024 405 en kostenplaats Eefde: 015731

Primary quote

Naam
#1419 — 1x Avaya 3730
Effectief vanaf
2023-11-23
Vervaldatum
2023-12-24

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Order en verzendkosten
1x Order en verzendkosten
Cost 1
2 Telefonie
1x Avaya 3730 1x Avaya 373x oplader
Product 1

Notes (10)

Datum Action type Assigned to Onderwerp / inhoud
2023-11-29 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
2023-11-24 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 Erik Gunther
2023-11-24 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
2023-11-24 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 Erik Gunther
2023-11-24 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
2023-11-24 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
2023-11-24 Opportunity Update Erik Gunther Opportunity: None, 1x Avaya 3730 met oplader Total Revenue=250 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=24-11-2023 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2023-11-24 Opportunity Update Erik Gunther Opportunity: None, 1x Avaya 3730 met oplader Total Revenue=250 Changed Probability from 25% to 100% Changed Status from Stage 1 First Contact to Stage 5 Closed - WON Projected Close Date=24-11-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-11-24 Opportunity Update Erik Gunther Opportunity: None, 1x Avaya 3730 met oplader Total Revenue=18 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=24-11-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-11-24 Opportunity Update Erik Gunther New Opportunity: None, 1x Avaya 3730 Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=24-11-2023 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": 250.5,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2023-11-24T00:00:00.000Z",
  "companyID": 412,
  "contactID": 30685469,
  "cost": 0.0,
  "createDate": "2023-11-24T12:57:06.593Z",
  "creatorResourceID": 29682927,
  "description": "Uitleveren:\n1x Avaya 3730 700513191\n1x Avaya 373x oplader 700466253\n1x Order en verzendkosten\n\nZou er nog een Avaya dect-toestel geleverd kunnen worden aan:\n\nLeger des Heils.\nt.a.v. Dorette de Wolf\nAlmenseweg 6\n7211 ME Eefde\n\nFacturatie onder vermelding van ticket I231024 405 en kostenplaats Eefde: 015731",
  "helpNeeded": "",
  "id": 1612,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2023-11-29T16:12:08.907Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 250.5,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2023-11-29T16:12:08.907Z",
  "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": "2023-11-24T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "1x Avaya 3730 met oplader",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}