Autotask Toolkit

v 2.13.2 PROD

3x Avaya 3730 + chargers Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Stichting Leger des Heils Welzijns- en Gezondheidszorg (1315GN10)
Aangemaakt
2024-04-08
Gesloten
2024-04-08

Beschrijving

Uitleveren: 3x Avaya 3730 700513191 3x Avaya 373x oplader 700466253 1x Order en verzendkosten Leger des Heils t.a.v. Stephanie Coorengel Startpunt Hoorn Dampten 18 1624 NR Hoorn Facturatie ovv ticket I240405 040 en kostenplaats 011703. ______ Goedemiddag TSV, Zouden we 3x Avaya dect + oplader kunnen bestellen voor: Leger des Heils t.a.v. Stephanie Coorengel Startpunt Hoorn Dampten 18 1624 NR Hoorn Facturatie ovv ticket I240405 040 en kostenplaats 011703. Alvast dank. Evert Jan van Laar Consultant

Primary quote

Naam
#1531 — 3x Avaya 3730 + chargers
Effectief vanaf
2024-04-07
Vervaldatum
2024-05-08

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Professional Services
Order en verzendkosten.
Product 1
2 Telefonie
3x Avaya 3730 3x Avaya 373x charger
Product 1

Notes (6)

Datum Action type Assigned to Onderwerp / inhoud
2024-04-08 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
2024-04-08 Opportunity Update Erik Gunther Opportunity: None, 3x Avaya 3730 + chargers Total Revenue=684 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=08-04-2024 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2024-04-08 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
2024-04-08 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
2024-04-08 Opportunity Update Erik Gunther Opportunity: None, 3x Avaya 3730 + chargers Total Revenue=684 Changed Probability from 25% to 100% Changed Status from Stage 1 First Contact to Stage 5 Closed - WON Changed Projected Close Date from 12-04-2024 to 08-04-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-04-08 Opportunity Update Erik Gunther New Opportunity: None, 3x Avaya 3730 + chargers Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=12-04-2024 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": 683.5,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2024-04-08T00:00:00.000Z",
  "companyID": 412,
  "contactID": 30685469,
  "cost": 0.0,
  "createDate": "2024-04-08T13:03:17.540Z",
  "creatorResourceID": 29682927,
  "description": "Uitleveren:\n3x Avaya 3730 700513191\n3x Avaya 373x oplader 700466253\n1x Order en verzendkosten\n\nLeger des Heils\nt.a.v. Stephanie Coorengel\nStartpunt Hoorn\nDampten 18 1624 NR Hoorn\n\nFacturatie ovv ticket I240405 040 en kostenplaats 011703.\n\n\n\n______\n\nGoedemiddag TSV,\nZouden we 3x Avaya dect + oplader kunnen bestellen voor:\n\nLeger des Heils\nt.a.v. Stephanie Coorengel\nStartpunt Hoorn\nDampten 18 1624 NR Hoorn\n\nFacturatie ovv ticket I240405 040 en kostenplaats 011703.\n\nAlvast dank.\nEvert Jan van Laar\nConsultant",
  "helpNeeded": "",
  "id": 1758,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2024-04-08T14:37:34.320Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 683.5,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2024-04-08T00:00:00.000Z",
  "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": "2024-04-08T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "3x Avaya 3730 + chargers",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}