Autotask Toolkit

v 2.13.2 PROD

5x 3th party user license Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Warmteservice Groep B.V. (1051CG43)
Aangemaakt
2024-02-16
Gesloten
2024-02-26

Beschrijving

Uitleveren: 5x 3rd party Avaya licenties 1x uur installatie Zie inkoop map Zou je voor mij een offerte willen maken voor 5 3rd party sip toestellen?

Primary quote

Naam
#1497 — 5x 3th party user license
Effectief vanaf
2024-02-25
Vervaldatum
2024-03-26

Eenmalige items (3)

# Artikel of dienst Item type Aantal
1 Telefonie
Avaya 3rd party licenties 		Product 5
2 Service
Service, 7x4 17% van totaalbedrag =27,88 per user 		Product 1
3 Engineer [change]
Engineer rol voor werkzaamheden op een change ticket 		Labor 1

Notes (10)

Datum Action type Assigned to Onderwerp / inhoud
2024-02-26 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
2024-02-26 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
2024-02-26 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
2024-02-26 Opportunity Update Erik Gunther Opportunity: None, 5x 3th party user license Total Revenue=1074 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 01-03-2024 to 26-02-2024 Opportunity Owner=Gunther, Erik Status=Closed
2024-02-26 Opportunity Update Erik Gunther Opportunity: None, 5x 3th party user license Total Revenue=1074 Changed Probability from 0% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=01-03-2024 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2024-02-26 Opportunity Update Erik Gunther Opportunity: None, 5x 3th party user license Total Revenue=0 Probability=0% Sales Stage=Stage 3 Proposal Sent Projected Close Date=01-03-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-02-23 Opportunity Update Erik Gunther Opportunity: None, 5x 3th party user license Total Revenue=0 Probability=0% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=01-03-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-02-23 Opportunity Update Erik Gunther Opportunity: None, 5x 3th party user license Total Revenue=0 Probability=0% Sales Stage=Stage 1 First Contact Projected Close Date=01-03-2024 Changed Opportunity Owner from Waldram, Jeroen to Gunther, Erik Status=Active
2024-02-21 General Jeroen Waldram A new lead has been assigned from Erik Gunther to Jeroen Waldram Client: Warmteservice Groep B.V. (1051CG43) Product: None Description: 5 toestellen met licentie Instructions: Additional Comments: Re-assigned from: Erik Gunther Re-assigned to: Jeroen Waldram
2024-02-16 Opportunity Update Erik Gunther New Opportunity: None, 5 toestellen met licentie Total Revenue=0 Probability=0% Sales Stage=Stage 1 First Contact Projected Close Date=01-03-2024 Opportunity Owner=Gunther, Erik Status=Active
Volledige record uit Autotask 
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  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 1074.4,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2024-02-26T00:00:00.000Z",
  "companyID": 460,
  "contactID": 30684024,
  "cost": 0.0,
  "createDate": "2024-02-16T13:48:25.557Z",
  "creatorResourceID": 29682927,
  "description": "Uitleveren:\n5x 3rd party Avaya licenties \n1x uur installatie\n\nZie inkoop map\n\nZou je voor mij een offerte willen maken voor 5 3rd party sip toestellen?",
  "helpNeeded": "",
  "id": 1714,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2024-02-26T16:02:50.610Z",
  "leadSource": null,
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  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 1074.4,
  "opportunityCategoryID": 1,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2024-02-26T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
  "quarterlyRevenue": 0.0,
  "rating": null,
  "relationshipAssessmentScore": null,
  "revenueSpread": 0,
  "revenueSpreadUnit": "",
  "salesOrderID": null,
  "salesProcessPercentComplete": null,
  "semiannualCost": 0.0,
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  "stage": 29682776,
  "startDate": "2024-02-16T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "5x 3th party user license",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}