Autotask Toolkit

v 2.13.2 PROD

Uitleveren nieuwe RMA PC T20240122.0006 Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Stek advocaten (1017PS29)
Aangemaakt
2024-02-05
Gesloten
2024-02-14

Beschrijving

1x RMA pc 2 uur labor 1x voorrijdkosten Mirjam gesproken, Remote pc wil niet meer goed werken. Graag voorstel versturen om deze te vervangen. De klant heeft geen SLA, dus denk ik dat deze kosten moeten worden door belast(?)

Primary quote

Naam
#1489 — T20240122.0006 - De Machine Stek-TPSRMnA is al 60 minuten niet online
Effectief vanaf
2024-02-12
Vervaldatum
2024-03-13

Eenmalige items (3)

# Artikel of dienst Item type Aantal
1 Service
TPS RMA PC 		Product 1
2 Engineer [request]
Engineer rol voor werkzaamheden op een request ticket 		Labor 2
3 Voorrijdkosten (support) Cost 1

Notes (11)

Datum Action type Assigned to Onderwerp / inhoud
2024-02-14 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
2024-02-14 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
2024-02-14 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
2024-02-14 Opportunity Update Erik Gunther Opportunity: None, Uitleveren nieuwe RMA PC T20240122.0006 Total Revenue=915 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=14-02-2024 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2024-02-14 Opportunity Update Erik Gunther Opportunity: None, Uitleveren nieuwe RMA PC T20240122.0006 Total Revenue=915 Changed Probability from 1% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 20-02-2024 to 14-02-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-02-13 Opportunity Update Erik Gunther Opportunity: None, T20240122.0006 - De Machine Stek-TPSRMnA is al 60 minuten niet online Total Revenue=915 Probability=1% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Changed Projected Close Date from 08-02-2024 to 20-02-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-02-06 1 KPI Telefonisch contact Jeroen Waldram Mirjam bellen voor contract IPO of UB vanwege ticket voor RMA pc Mirjam gesproken, ze wil alleen offerte voor RMA systeem. Binnenkort weer contacten voor upgrade van IPO.
2024-02-12 0 Quick Note Erik Gunther Voorbeeld 1326
2024-02-12 0 Quick Note Erik Gunther pc 550 2 uur installatie 1x voorrijdkosten
2024-02-05 General Erik Gunther Workflow Rule "Technische Opportunity naar Sales Agent" fired.
When an opportunity is: Created And the following conditions are met: Opportunity Owner not in list "Gunther, Erik or Hammel, David or Lunstroo, Frank or Riechelmann, Ronny or Veldkamp, Alex or Waldram, Jeroen" Then execute the following actions: Set Opportunity Owner To "Gunther, Erik" Set Probability To "1" Send notification e-mail (Opportunity - Re-assigned (Wizard)) to egunther@tsv-groep.nl Initiated by André Kik
2024-02-05 Opportunity Update André Kik New Opportunity: None, T20240122.0006 - De Machine Stek-TPSRMnA is al 60 minuten niet online Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=08-02-2024 Opportunity Owner=Kik, André Status=Active
Volledige record uit Autotask 
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  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 915.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2024-02-14T00:00:00.000Z",
  "companyID": 407,
  "contactID": 30685335,
  "cost": 0.0,
  "createDate": "2024-02-05T14:50:13.040Z",
  "creatorResourceID": 29682888,
  "description": "1x RMA pc\n2 uur labor\n1x voorrijdkosten\n\n\nMirjam gesproken,\nRemote pc wil niet meer goed werken.\nGraag voorstel versturen om deze te vervangen.\nDe klant heeft geen SLA, dus denk ik dat deze kosten moeten worden door belast(?)",
  "helpNeeded": "",
  "id": 1698,
  "impersonatorCreatorResourceID": null,
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  "lossReasonDetail": "",
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  "nextStep": "",
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  "onetimeRevenue": 915.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2024-02-14T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
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  "rating": null,
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  "revenueSpread": 0,
  "revenueSpreadUnit": "",
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  "stage": 29682776,
  "startDate": "2024-02-05T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Uitleveren nieuwe RMA PC T20240122.0006",
  "totalAmountMonths": 1,
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  "userDefinedFields": [],
  "winReason": null,
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  "yearlyCost": 0.0,
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}