Autotask Toolkit

v 2.13.2 PROD

Uitbreiding licenties Closed

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Status
Closed
Stage
Stage 6 - Handover
Win reason
Klant
Bothe Jacht Service BV (1333HJ78)
Aangemaakt
2023-12-18
Gesloten
2023-12-19

Beschrijving

Uitleveren: 2x Essentials 2x Doorkiesnummer 2x professional services Centrale moet worden uitgebreid met twee licenties voor de twee buitendienst medewerkers welke in een de zelfde groep gezet moeten worden als Ellen. Bel volgorde moet worden Eerst Ellen dan Mario dan Lars dan VM.

Primary quote

Naam
#1439 — Uitbreiding licenties
Effectief vanaf
2023-12-17
Vervaldatum
2024-01-18

Maandelijkse items (1)

# Artikel of dienst Item type Aantal
1 Telefonie
2x Essentials 2x Doorkiesnummer
Product 54

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Engineer [change]
Engineer rol voor werkzaamheden op een change ticket
Labor 2

Notes (9)

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 Opportunity Update Erik Gunther Opportunity: None, Uitbreiding licenties Total Revenue=1364 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 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, Uitbreiding licenties Total Revenue=1364 Probability=100% Changed Status from Stage 4 Contract Sent to Stage 5 Closed - WON Projected Close Date=19-12-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-12-18 Opportunity Update Erik Gunther Opportunity: None, Uitbreiding licenties Total Revenue=0 Probability=100% Sales Stage=Stage 4 Contract Sent Projected Close Date=19-12-2023 Opportunity Owner=Gunther, Erik Status=Active
2023-12-18 0 Quick Note Erik Gunther 2x Essentials (11 euro + 0,50 voor het nummer) Config (Marc vragen.)
2023-12-18 Opportunity Update Erik Gunther Opportunity: None, Uitbreiding licenties Total Revenue=0 Probability=100% Sales Stage=Stage 4 Contract Sent Projected Close Date=19-12-2023 Changed Opportunity Owner from Veldkamp, Alex to Gunther, Erik Status=Active
2023-12-18 Opportunity Update Alex Veldkamp New Opportunity: None, Uitbreiding licenties Total Revenue=0 Probability=100% Sales Stage=Stage 4 Contract Sent Projected Close Date=19-12-2023 Opportunity Owner=Veldkamp, Alex Status=Active
Volledige record uit Autotask
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  "advancedField3": 0.0,
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  "advancedField5": 0.0,
  "amount": 1364.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2023-12-19T00:00:00.000Z",
  "companyID": 1150,
  "contactID": 30685857,
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  "creatorResourceID": 29682901,
  "description": "Uitleveren:\n2x Essentials\n2x Doorkiesnummer\n2x professional services\n\n\nCentrale moet worden uitgebreid met twee licenties voor de twee buitendienst medewerkers welke in een de zelfde groep gezet moeten worden als Ellen. Bel volgorde moet worden Eerst Ellen dan Mario dan Lars dan VM.",
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  "monthlyRevenue": 1134.0,
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  "productID": 2,
  "projectedCloseDate": "2023-12-19T00:00:00.000Z",
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