Autotask Toolkit

v 2.13.2 PROD

Whitelist voor DACH Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Acolad Netherlands B.V. (1181KK121)
Aangemaakt
2024-04-11
Gesloten
2024-04-19

Beschrijving

8 uur configuratie tbv: De klant wil graag een whitelisting toepassen op de calls naar DACH (duitse klant). Dit kan in de bestaande Breeze flow worden opgenomen, er zal wel een aanpassing aan de API's moeten plaatsvinden aan beiden kanten. De mooiste optie is om deze check zo kort mogelijk op de start van de call te doen, zodat de beller niet onnodig in de IVR blijft zitten. Bijvoorbeeld tegelijk met het checken van de business unit code.

Primary quote

Naam
#1535 — Whitelist voor DACH
Effectief vanaf
2024-04-10
Vervaldatum
2024-05-11

Inschatting is: - 4 uur voor API aanpassingen aan onze kant (2 uur dev en 2 uur prod) - 2 uur Breeze flow aanpassen (1 uur dev en 1 uur prod) - 1 uur overleg met TS ivm de API - 1 uur nieuwe prompt aanmaken (tbv ophangen bij foutief nummer)

Eenmalige items (4)

# Artikel of dienst Item type Aantal
1 Engineer [project]
4 uur SW ontwikkeling 		Labor 4
2 Engineer [project]
2 uur VOICE engineer 		Labor 2
3 Engineer [project]
1 uur project management 		Labor 1
4 Engineer [project]
1 uur VOICE engineer tbv prompts 		Labor 1

Notes (7)

Datum Action type Assigned to Onderwerp / inhoud
2024-04-19 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
2024-04-19 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
2024-04-19 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
2024-04-19 Opportunity Update Erik Gunther Opportunity: None, Whitelist voor DACH Total Revenue=920 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=19-04-2024 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2024-04-19 Opportunity Update Erik Gunther Opportunity: None, Whitelist voor DACH Total Revenue=920 Changed Probability from 25% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 03-05-2024 to 19-04-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-04-12 Opportunity Update Erik Gunther Opportunity: None, Whitelist voor DACH Total Revenue=920 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=03-05-2024 Changed Opportunity Owner from Hammel, David to Gunther, Erik Status=Active
2024-04-11 Opportunity Update David Hammel New Opportunity: None, Whitelist voor DACH Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=03-05-2024 Opportunity Owner=Hammel, David Status=Active
Volledige record uit Autotask 
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  "advancedField3": 0.0,
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  "advancedField5": 0.0,
  "amount": 920.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2024-04-19T00:00:00.000Z",
  "companyID": 923,
  "contactID": 30685894,
  "cost": 560.0,
  "createDate": "2024-04-11T11:58:41.670Z",
  "creatorResourceID": 29682885,
  "description": "8 uur configuratie tbv:\n\nDe klant wil graag een whitelisting toepassen op de calls naar DACH (duitse klant). Dit kan in de bestaande Breeze flow worden opgenomen, er zal wel een aanpassing aan de API's moeten plaatsvinden aan beiden kanten.\n\nDe mooiste optie is om deze check zo kort mogelijk op de start van de call te doen, zodat de beller niet onnodig in de IVR blijft zitten. Bijvoorbeeld tegelijk met het checken van de business unit code.",
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  "id": 1765,
  "impersonatorCreatorResourceID": null,
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  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 560.0,
  "onetimeRevenue": 920.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2024-04-19T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
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  "rating": null,
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  "revenueSpreadUnit": "",
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  "salesProcessPercentComplete": null,
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  "stage": 29682776,
  "startDate": "2024-04-11T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Whitelist voor DACH",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
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}