Autotask Toolkit

v 2.13.2 PROD

T20240710.0009 - Nieuwe aanvraag nummers (5x E-sim @Work Unlimited) Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 6 - Handover
Win reason
–
Klant
Hogeschool IPABO Amsterdam (1061AD136)
Aangemaakt
2024-07-10
Gesloten
2024-07-12

Beschrijving

Akkoord op 12-07-2025 --> alle documentatie staat in de daarvoor bestemde mappen. Hallo André, Wij hebben 5 nieuwe nummers nodig met e-sim abonnement voor de mobiele telefoon. Zou je dat kunnen regelen? Met vriendelijke groet, Frans Kool

Primary quote

Naam
#1599 — T20240710.0009 - Nieuwe aanvraag nummers
Effectief vanaf
2024-07-09
Vervaldatum
2024-08-10

Maandelijkse items (1)

# Artikel of dienst Item type Aantal
1 Mobiel | @Work Unlimited E-Sim
Bestaande klant dus @Work pricing 35,- normale prijs p.m. 11,- korting p.m. 24,- eindprijs per maand 24 maanden 		Product 24

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Mobiel | Activeringskosten
5 x 20,- = 100,- eenmalig 		Product 1

Notes (15)

Datum Action type Assigned to Onderwerp / inhoud
2024-07-17 1 KPI Telefonisch contact Ronny Riechelmann (redacted) Offerte opvolgen indien nodig.
2024-07-12 1 KPI Telefonisch contact Ronny Riechelmann (redacted) Frans wil ook nog een Pridis Bedienpost trainingsvoorstel van 4 uur voor 3 mensen. Pricing dus nog uitzoeken en delen. Voorstel per mail verstuurd. opvolgen na zijn vakantie.
2024-07-10 1 KPI Telefonisch contact Ronny Riechelmann (redacted) Voorstel voor 5x @Work Unlimited E-sim verstuurd naar Frans. 10-07-2024. Dit nabellen/mailen indien nodig. Akkoord op voorstel. 12-07-2024 Frans wil ook nog een Pridis Bedienpost traingings voorstel van 4 uur voor 3 mensen. Pricing dus nog uitzoeken en delen.
2024-07-12 General Ronny Riechelmann (redacted) Workflow Rule "[TSV-Opp Stage6] Losse opdracht ready for handover - notify support team" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category in list "Losse opdracht or TPS Orderbevestiging" Stage changed to "Stage 6 - Handover" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Losse opdracht - Stage 6 Handover) to akik@tsv-groep.nl; bsyed@tsv-groep.nl; flunstroo@tsv-groep.nl Initiated by Ronny Riechelmann
2024-07-12 General Ronny Riechelmann (redacted) 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 "Losse opdracht or Project or Standaard (projecten)" Stage changed to "Stage 6 - Handover" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Project - Stage 6 Handover) to akik@tsv-groep.nl; bsyed@tsv-groep.nl; flunstroo@tsv-groep.nl; jveraar@tsv-groep.nl Initiated by Ronny Riechelmann
2024-07-12 Opportunity Update Ronny Riechelmann (redacted) Opportunity: None, T20240710.0009 - Nieuwe aanvraag nummers (5x E-sim @Work Unlimited) Total Revenue=2980 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=17-07-2024 Opportunity Owner=Riechelmann, Ronny Status=Closed
2024-07-12 General Ronny Riechelmann (redacted) 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 "Losse opdracht or Project or Standaard (projecten) or TPS Orderbevestiging" 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 flunstroo@tsv-groep.nl; revers@tsv-groep.nl Initiated by Ronny Riechelmann
2024-07-12 Opportunity Update Ronny Riechelmann (redacted) Opportunity: None, T20240710.0009 - Nieuwe aanvraag nummers (5x E-sim @Work Unlimited) Total Revenue=2980 Probability=100% Changed Status from Stage 4 Contract Sent to Stage 5 Closed - WON Projected Close Date=17-07-2024 Opportunity Owner=Riechelmann, Ronny Changed Status from Active to Closed
2024-07-10 Opportunity Update Ronny Riechelmann (redacted) Opportunity: None, T20240710.0009 - Nieuwe aanvraag nummers (5x E-sim @Work Unlimited) Total Revenue=2980 Probability=100% Changed Status from Stage 1 First Contact to Stage 4 Contract Sent Projected Close Date=17-07-2024 Opportunity Owner=Riechelmann, Ronny Status=Active
2024-07-10 Opportunity Update Ronny Riechelmann (redacted) Opportunity: None, T20240710.0009 - Nieuwe aanvraag nummers Total Revenue=0 Changed Probability from 1% to 100% Sales Stage=Stage 1 First Contact Projected Close Date=17-07-2024 Opportunity Owner=Riechelmann, Ronny Status=Active
2024-07-10 General Ronny Riechelmann (redacted) A new lead has been assigned from Erik Gunther to Ronny Riechelmann Client: Hogeschool IPABO Amsterdam (1061AD136) Product: None Description: T20240710.0009 - Nieuwe aanvraag nummers Instructions: Additional Comments: Re-assigned from: Erik Gunther Re-assigned to: Ronny Riechelmann
2024-07-10 Opportunity Update André Kik Opportunity: None, T20240710.0009 - Nieuwe aanvraag nummers Total Revenue=0 Probability=1% Sales Stage=Stage 1 First Contact Projected Close Date=17-07-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-07-10 Opportunity Update André Kik Opportunity: None, T20240710.0009 - Nieuwe aanvraag nummers Total Revenue=0 Probability=1% Sales Stage=Stage 1 First Contact Projected Close Date=17-07-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-07-10 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
2024-07-10 Opportunity Update André Kik New Opportunity: None, T20240710.0009 - Nieuwe aanvraag nummers Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=17-07-2024 Opportunity Owner=Kik, André Status=Active
Volledige record uit Autotask 
{
  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 2980.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2024-07-12T00:00:00.000Z",
  "companyID": 310,
  "contactID": 30683421,
  "cost": 0.0,
  "createDate": "2024-07-10T13:00:57.543Z",
  "creatorResourceID": 29682888,
  "description": "Akkoord op 12-07-2025 \n--> alle documentatie staat in de daarvoor bestemde mappen.\n\nHallo André,\nWij hebben 5 nieuwe nummers nodig met e-sim abonnement voor de mobiele telefoon.\nZou je dat kunnen regelen?\nMet vriendelijke groet,\nFrans Kool",
  "helpNeeded": "",
  "id": 1845,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2024-08-23T07:58:25.000Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 2880.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 100.0,
  "opportunityCategoryID": 105,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682925,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2024-07-17T00:00:00.000Z",
  "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": "2024-07-10T00:00:00.000Z",
  "status": 3,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "T20240710.0009 - Nieuwe aanvraag nummers (5x E-sim @Work Unlimited)",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}