Autotask Toolkit

v 2.23.0 PROD

Univerge Blue + hardware Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Lischer & Milani Advocaten (1329AB35Q)
Aangemaakt
2023-11-29
Gesloten
2023-12-14

Beschrijving

NIEUWE ADRES NOG WIJZIGEN: Koningsbeltweg 35-Q 1329 AB Almere --> adresgegevens staan in de ondertekende offerte LET OP: Moeten 4 nummers zijn!! Hebben nu KPN1 en dat is geen optie in het nieuwe pand van Richard (intern) Ze verhuizen begin 2024 naar het nieuwe pand. Werknemers 2: - Francis Lischer - Nushin Milani Alle nodige info staat in de ondertekende offerte.

Primary quote

Naam
#1425 — Univerge Blue + hardware
Effectief vanaf
2023-11-30
Vervaldatum
2024-01-01

Maandelijkse items (3)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 Telefonie | UB connect essential licenties
3x 		Product 36 € 45,00 € 1.620,00
2 Telefonie | 4 nummers
4 nummers in totaal 		Product 36 € 2,00 € 72,00
3 Service | SLA 5x8 8 uur response
25,00 Comfort 5,40 voor 3 personeelsleden 		Product 36 € 30,40 € 1.094,40
Subtotaal € 2.786,40

Eenmalige items (4)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 Telefonie | UB in-bedrijf-stellen
Deze klant neemt 'telefonie diensten of producten' af van TSV. 		Product 1 € 595,00 € 595,00
2 Voorrijdkosten (project) Cost 1 € 135,00 € 135,00
3 Telefonie | Yealink T53W Product 1 € 217,00 € 217,00
4 Telefonie | Epos Adapt 260 met USB-A Dongle DUO Product 1 € 150,00 € 150,00
Subtotaal € 1.097,00
Totaal offerte (excl. BTW) € 3.883,40
  • 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 (8)

Datum Action type Assigned to Onderwerp / inhoud
2024-02-12 Opportunity Update Ronny Riechelmann (redacted) Opportunity: None, Univerge Blue + hardware Total Revenue=3883 Probability=100% Sales Stage=Stage 6 - Handover Projected Close Date=15-12-2023 Opportunity Owner=Riechelmann, Ronny Status=Closed
2023-12-14 General Ronny Riechelmann (redacted) 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 Ronny Riechelmann
2023-12-14 Opportunity Update Ronny Riechelmann (redacted) Opportunity: None, Univerge Blue + hardware Total Revenue=3261 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=15-12-2023 Opportunity Owner=Riechelmann, Ronny Status=Closed
2023-12-14 General Ronny Riechelmann (redacted) 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 Ronny Riechelmann
2023-12-14 General Ronny Riechelmann (redacted) 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 Ronny Riechelmann
2023-12-14 Opportunity Update Ronny Riechelmann (redacted) Opportunity: None, Univerge Blue + hardware Total Revenue=3261 Changed Probability from 99% to 100% Changed Status from Stage 1 First Contact to Stage 5 Closed - WON Projected Close Date=15-12-2023 Opportunity Owner=Riechelmann, Ronny Changed Status from Active to Closed
2023-12-13 Opportunity Update Ronny Riechelmann (redacted) Opportunity: None, Univerge Blue + hardware Total Revenue=0 Changed Probability from 25% to 99% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 08-12-2023 to 15-12-2023 Opportunity Owner=Riechelmann, Ronny Status=Active
2023-11-29 Opportunity Update Ronny Riechelmann (redacted) New Opportunity: None, Univerge Blue + hardware Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=08-12-2023 Opportunity Owner=Riechelmann, Ronny Status=Active
Volledige record uit Autotask 
{
  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 3883.4,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2023-12-14T00:00:00.000Z",
  "companyID": 1175,
  "contactID": null,
  "cost": 85.0,
  "createDate": "2023-11-29T15:17:59.523Z",
  "creatorResourceID": 29682925,
  "description": "NIEUWE ADRES NOG WIJZIGEN:\nKoningsbeltweg 35-Q\n1329 AB Almere\n--> adresgegevens staan in de ondertekende offerte\n\nLET OP: Moeten 4 nummers zijn!!\n\nHebben nu KPN1 en dat is geen optie in het nieuwe pand van Richard (intern)\nZe verhuizen begin 2024 naar het nieuwe pand.\n\nWerknemers 2:\n- Francis Lischer\n- Nushin Milani\n\nAlle nodige info staat in de ondertekende offerte.",
  "helpNeeded": "",
  "id": 1617,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2024-02-12T15:42:27.003Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 2786.4,
  "nextStep": "",
  "onetimeCost": 85.0,
  "onetimeRevenue": 1097.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682925,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2023-12-15T00:00:00.000Z",
  "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": "2023-11-29T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Univerge Blue + hardware",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}