Autotask Toolkit

v 2.13.2 PROD

Vervangen servers Emmeloord Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Koopman International BV (1031HH88)
Aangemaakt
2024-08-09
Gesloten
2024-10-31

Beschrijving

Uitleveren, Vervangende server 16 uur arbeid 1x voorrijden Server moet worden ingekocht bij Dell direct. Betaling: 90 / 10 __ De support van de servers loopt 19-03-2025 af, graag een aanbod voor vervanging. Ook Jacques de Kort mee nemen in het voorstel, Marco is 3 weken op vakantie.

Primary quote

Naam
#1647 — Vervangen servers Emmeloord
Effectief vanaf
2024-09-22
Vervaldatum
2024-10-23

Eenmalige items (3)

# Artikel of dienst Item type Aantal
1 Nieuwe server Emmeloord
Deze klant neemt 'telefonie diensten of producten' af van TSV. 		Product 1
2 Engineer
Engineer rol voor werkzaamheden op een incident ticket 		Labor 16
3 Voorrijdkosten Cost 1

Notes (11)

Datum Action type Assigned to Onderwerp / inhoud
2024-10-31 General Erik Gunther 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 Erik Gunther
2024-10-31 Opportunity Update Erik Gunther Opportunity: None, Vervangen servers Emmeloord Total Revenue=8475 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=31-10-2024 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2024-10-31 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 "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 Erik Gunther
2024-10-31 Opportunity Update Erik Gunther Opportunity: None, Vervangen servers Emmeloord Total Revenue=8475 Changed Probability from 25% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 04-11-2024 to 31-10-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-10-28 Opportunity Update Erik Gunther Opportunity: None, Vervangen servers Emmeloord Total Revenue=8475 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 21-10-2024 to 04-11-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-10-14 Opportunity Update Erik Gunther Opportunity: None, Vervangen servers Emmeloord Total Revenue=11013 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 14-10-2024 to 21-10-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-10-07 Opportunity Update Erik Gunther Opportunity: None, Vervangen servers Emmeloord Total Revenue=11013 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 04-10-2024 to 14-10-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-09-23 Opportunity Update Erik Gunther Opportunity: None, Vervangen servers Emmeloord Total Revenue=11013 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Changed Projected Close Date from 26-09-2024 to 04-10-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-09-19 Opportunity Update Erik Gunther Opportunity: None, Vervangen servers Emmeloord Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 20-09-2024 to 26-09-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-09-09 Opportunity Update Erik Gunther Opportunity: None, Vervangen servers Emmeloord Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 08-09-2024 to 20-09-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-08-09 Opportunity Update Erik Gunther New Opportunity: None, Vervangen servers Emmeloord Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=08-09-2024 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": 8475.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2024-10-31T00:00:00.000Z",
  "companyID": 340,
  "contactID": 30683534,
  "cost": 85.0,
  "createDate": "2024-08-09T08:48:18.490Z",
  "creatorResourceID": 29682927,
  "description": "Uitleveren,\nVervangende server\n16 uur arbeid\n1x voorrijden\n\n\nServer moet worden ingekocht bij Dell direct.\n\n\nBetaling:\n90 / 10\n\n__\n\n\nDe support van de servers loopt 19-03-2025 af, graag een aanbod voor vervanging.\nOok Jacques de Kort mee nemen in het voorstel, Marco is  3 weken op vakantie.",
  "helpNeeded": "",
  "id": 1870,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2024-10-31T13:32:17.130Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 85.0,
  "onetimeRevenue": 8475.0,
  "opportunityCategoryID": 105,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2024-10-31T00:00:00.000Z",
  "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": "2024-08-09T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Vervangen servers Emmeloord",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}