Autotask Toolkit

v 2.13.2 PROD

Dect toestel receptie Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Autobedrijf Hartgerink en Klomp BV (2132XT22-26)
Aangemaakt
2024-03-27
Gesloten
2024-03-28

Beschrijving

Akkoord ontvangen per mail voor de installatie op locatie en configuratie van een Yealink DECT handset met basisstation. Dit DECT toestel vervangt het vaste Yealink toestel op de balie. Het vaste toestel kan naar de administratie en gekoppeld worden aan de naam Lars met een nieuw intern nummer. De inkoop van de DECT handset en bassistation kunnen het beste via NEC Univerge worden ingekocht Yealink W56H Draadloze Telefoon inkoop NEC 75,00 Yealink W70B DECT Basisstation inkoop NEC 65,00 Installatie op locatie 1 uur arbeid 115,- 1x voorrijden 135,--

Primary quote

Naam
#1523 — Dect toestel receptie
Effectief vanaf
2024-03-26
Vervaldatum
2024-04-27

Eenmalige items (3)

# Artikel of dienst Item type Aantal
1 Engineer [change]
Engineer rol voor werkzaamheden op een change ticket 		Labor 1
2 Voorrijdkosten (support) Cost 1
3 Telefonie
Yealink W56 €125 Yealink W70 €109 		Product 1

Notes (7)

Datum Action type Assigned to Onderwerp / inhoud
2024-03-28 General Jeroen Waldram 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 Jeroen Waldram
2024-03-28 Opportunity Update Jeroen Waldram Opportunity: None, Dect toestel receptie Total Revenue=484 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 28-04-2024 to 28-03-2024 Opportunity Owner=Waldram, Jeroen Status=Closed
2024-03-28 General Jeroen Waldram 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 Jeroen Waldram
2024-03-28 General Jeroen Waldram 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 Jeroen Waldram
2024-03-28 Opportunity Update Jeroen Waldram Opportunity: None, Dect toestel receptie Total Revenue=484 Changed Probability from 25% to 100% Changed Status from Stage 1 First Contact to Stage 5 Closed - WON Changed Projected Close Date from 03-04-2024 to 28-04-2024 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2024-03-27 Opportunity Update Erik Gunther Opportunity: None, Dect toestel receptie Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=03-04-2024 Changed Opportunity Owner from Gunther, Erik to Waldram, Jeroen Status=Active
2024-03-27 Opportunity Update Erik Gunther New Opportunity: None, Dect toestel receptie Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=03-04-2024 Opportunity Owner=Gunther, Erik Status=Active
Volledige record uit Autotask 
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  "amount": 484.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2024-03-28T00:00:00.000Z",
  "companyID": 200,
  "contactID": 30682931,
  "cost": 0.0,
  "createDate": "2024-03-27T14:01:05.750Z",
  "creatorResourceID": 29682927,
  "description": "Akkoord ontvangen per mail voor de installatie op locatie en configuratie van een Yealink DECT handset met basisstation. \nDit DECT toestel vervangt het vaste Yealink toestel op de balie. Het vaste toestel kan naar de administratie en gekoppeld worden aan de naam Lars met een nieuw intern nummer.\n\nDe inkoop van de DECT handset en bassistation kunnen het beste via NEC Univerge worden ingekocht\n\nYealink W56H Draadloze Telefoon inkoop NEC 75,00\nYealink W70B DECT Basisstation inkoop NEC 65,00\n\nInstallatie op locatie\n1 uur arbeid 115,-\n1x voorrijden 135,--",
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  "lastActivity": "2024-03-28T10:47:44.147Z",
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  "monthlyCost": 0.0,
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  "nextStep": "",
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  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682918,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2024-03-28T00:00:00.000Z",
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  "status": 4,
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  "title": "Dect toestel receptie",
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