Autotask Toolkit

v 2.13.2 PROD

Uitleveren nieuwe toestellen Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
DPS - Dutch Protein & Services b.v. (4004JT3)
Aangemaakt
2024-01-17
Gesloten
2024-02-12

Beschrijving

Uitleveren: 3x Avaya 3730 - 700513191 2x Avaya 373x charger - 700466253 1x Order en verzendkosten 1x 1 uur remote support ____ Ik heb 3 x dect toestel nodig.(3730) Ik heb 2 x lader nodig En die 2 met lader moeten nieuwe nummers worden. Kan je laten checken of dat nog kan?

Primary quote

Naam
#1488 — Uitleveren nieuwe toestellen
Effectief vanaf
2024-02-11
Vervaldatum
2024-03-12

Eenmalige items (3)

# Artikel of dienst Item type Aantal
1 Telefonie
3x Avaya 3730 2x Avaya 373x lader 		Product 1
2 Professional Services
Order en verzendkosten 		Product 1
3 Engineer
Engineer rol voor werkzaamheden op een incident ticket 		Labor 1

Notes (10)

Datum Action type Assigned to Onderwerp / inhoud
2024-02-12 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
2024-02-12 Opportunity Update Erik Gunther Opportunity: None, Uitleveren nieuwe toestellen Total Revenue=712 Changed Probability from 25% to 100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=12-02-2024 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2024-02-12 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
2024-02-12 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
2024-02-12 Opportunity Update Erik Gunther Opportunity: None, Uitleveren nieuwe toestellen Total Revenue=712 Probability=25% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 16-02-2024 to 12-02-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-02-12 Opportunity Update Erik Gunther Opportunity: None, Uitleveren nieuwe toestellen Total Revenue=0 Probability=25% Sales Stage=Stage 3 Proposal Sent Projected Close Date=16-02-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-01-31 Opportunity Update Erik Gunther Opportunity: None, Uitleveren nieuwe toestellen Total Revenue=0 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 02-02-2024 to 16-02-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-01-29 Opportunity Update Erik Gunther Opportunity: None, Uitleveren nieuwe toestellen Total Revenue=0 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 26-01-2024 to 02-02-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-01-24 Opportunity Update Erik Gunther Opportunity: None, Uitleveren nieuwe toestellen Total Revenue=0 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=26-01-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-01-17 Opportunity Update Erik Gunther New Opportunity: None, Uitleveren nieuwe toestellen Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=26-01-2024 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": 712.5,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2024-02-12T00:00:00.000Z",
  "companyID": 902,
  "contactID": 30685027,
  "cost": 0.0,
  "createDate": "2024-01-17T12:40:26.943Z",
  "creatorResourceID": 29682927,
  "description": "Uitleveren:\n3x Avaya 3730 - 700513191\n2x Avaya 373x charger - 700466253\n1x Order en verzendkosten\n1x 1 uur remote support\n\n____\n\nIk heb 3 x dect toestel nodig.(3730)\n\nIk heb 2 x lader nodig\n\nEn die 2 met lader moeten nieuwe nummers worden. Kan je laten checken of dat nog kan?",
  "helpNeeded": "",
  "id": 1677,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2024-02-12T10:59:40.467Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 712.5,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2024-02-12T00:00:00.000Z",
  "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": "2024-01-17T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Uitleveren nieuwe toestellen",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}