Autotask Toolkit

v 2.13.2 PROD

Project change KCC Engage vervangen voor Avaya CC Subscriptions Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Gemeente Stichtse Vecht (3601GR1)
Aangemaakt
2023-12-14
Gesloten
2023-12-19

Beschrijving

Factuurreferentie 173737 De avaya licenties zijn al beschikbaar, zodoende is er geen extra inkoop nodig. Project change KCC Engage vervangen voor Avaya CC Subscriptions

Primary quote

Naam
#1438 — Project change KCC Engage vervangen voor Avaya CC Subscriptions
Effectief vanaf
2023-12-13
Vervaldatum
2024-01-14

Eenmalige items (4)

# Artikel of dienst Item type Aantal
1 Voorrijdkosten (project)
4x voorrijden
Cost 4
2 Engineer [project]
28x Engineer 12x op contact center 16x avaya upgrade
Labor 28
3 Avaya Contact Center Voice Agent licentie
Avaya Contact Center Voice Agent licentie
Product 10
4 Avaya Contact Center Supervisor licentie
Avaya Contact Center Supervisor licentie
Product 3

Notes (7)

Datum Action type Assigned to Onderwerp / inhoud
2023-12-19 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
2023-12-19 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
2023-12-19 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
2023-12-19 Opportunity Update Erik Gunther Opportunity: None, Project change KCC Engage vervangen voor Avaya CC Subscriptions Total Revenue=4605 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=19-12-2023 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2023-12-19 Opportunity Update Erik Gunther Opportunity: None, Project change KCC Engage vervangen voor Avaya CC Subscriptions Total Revenue=4605 Changed Probability from 25% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 18-12-2023 to 19-12-2023 Changed Opportunity Owner from Lunstroo, Frank to Gunther, Erik Status=Active
2023-12-14 Opportunity Update Erik Gunther Opportunity: None, Project change KCC Engage vervangen voor Avaya CC Subscriptions Total Revenue=0 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=18-12-2023 Opportunity Owner=Lunstroo, Frank Status=Active
2023-12-14 Opportunity Update Frank Lunstroo New Opportunity: None, Project change KCC Engage vervangen voor Avaya CC Subscriptions Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=18-12-2023 Opportunity Owner=Lunstroo, Frank Status=Active
Volledige record uit Autotask
{
  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 4605.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2023-12-19T00:00:00.000Z",
  "companyID": 285,
  "contactID": 30685939,
  "cost": 340.0,
  "createDate": "2023-12-14T09:13:29.163Z",
  "creatorResourceID": 29682902,
  "description": "Factuurreferentie 173737\n\nDe avaya licenties zijn al beschikbaar, zodoende is er geen extra inkoop nodig.\n\nProject change KCC Engage vervangen voor Avaya CC Subscriptions",
  "helpNeeded": "",
  "id": 1639,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2023-12-19T13:28:15.387Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 340.0,
  "onetimeRevenue": 4605.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2023-12-19T00:00:00.000Z",
  "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": "2023-12-14T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Project change KCC Engage vervangen voor Avaya CC Subscriptions",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}