Autotask Toolkit

v 2.13.2 PROD

Premium Liften - 5x Headset Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Premium Liften (1322AM54)
Aangemaakt
2024-10-03
Gesloten
2024-10-11

Beschrijving

Akkoord op: 5x Jabra Engage 50 II – (Engage 50 II Link) USB-A UC Stereo - Atis Artikel nummer : 5099-299-2219 1x order en verzendkosten Let op, 1 headset is al op klant locatie, zodoende moeten er maar 4 besteld worden ____ Dit is een LOSSE OPDRACHT opportunity (dus niet voor een project) Jabra Engage 50 II – (Engage 50 II Link) USB-A UC Stereo Jabra Engage 50 II – (Engage 50 II Link) USB-A UC Mono Jabra Evolve2 65 Flex, Link380a MS Stereo

Primary quote

Naam
#1669 — Premium Liften - 10x Headset
Effectief vanaf
2024-10-10
Vervaldatum
2024-11-11

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Order en verzendkosten
Deze klant neemt 'PS diensten' af van TSV.
Product 1
2 Jabra Engage 50 II – (Engage 50 II Link) USB-A UC Stereo
Deze klant neemt 'telefonie diensten of producten' af van TSV.
Product 5

Notes (8)

Datum Action type Assigned to Onderwerp / inhoud
2024-10-14 Opportunity Update Erik Gunther Opportunity: None, Premium Liften - 5x Headset Total Revenue=1018 Probability=100% Sales Stage=Stage 6 - Handover Projected Close Date=11-10-2024 Changed Opportunity Owner from Waldram, Jeroen to Gunther, Erik Status=Closed
2024-10-11 General Jeroen Waldram 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
2024-10-11 Opportunity Update Erik Gunther Opportunity: None, Premium Liften - 5x Headset Total Revenue=1018 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=11-10-2024 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2024-10-11 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 "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
2024-10-11 Opportunity Update Erik Gunther Opportunity: None, Premium Liften - 5x Headset Total Revenue=1018 Changed Probability from 50% to 100% Changed Status from Stage 2 Qualification to Stage 5 Closed - WON Changed Projected Close Date from 31-10-2024 to 11-10-2024 Opportunity Owner=Waldram, Jeroen Status=Active
2024-10-11 Opportunity Update Erik Gunther Opportunity: None, Premium Liften - 10x Headset Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=31-10-2024 Opportunity Owner=Waldram, Jeroen Status=Active
2024-10-03 Opportunity Update Jeroen Waldram Opportunity: None, Premium Liften - 10x Headset Total Revenue=0 Probability=50% Changed Status from Stage 1 First Contact to Stage 2 Qualification Projected Close Date=31-10-2024 Opportunity Owner=Waldram, Jeroen Status=Active
2024-10-03 Opportunity Update Jeroen Waldram New Opportunity: None, Premium Liften - 10x Headset Total Revenue=0 Probability=50% Sales Stage=Stage 1 First Contact Projected Close Date=31-10-2024 Opportunity Owner=Waldram, Jeroen Status=Active
Volledige record uit Autotask
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  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 1017.5,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2024-10-11T00:00:00.000Z",
  "companyID": 912,
  "contactID": 30685058,
  "cost": 0.0,
  "createDate": "2024-10-03T14:53:06.467Z",
  "creatorResourceID": 29682918,
  "description": "Akkoord op:\n5x Jabra Engage 50 II – (Engage 50 II Link) USB-A UC Stereo - Atis Artikel nummer : 5099-299-2219\n1x order en verzendkosten\n\nLet op, 1 headset is al op klant locatie, zodoende moeten er maar 4 besteld worden\n\n\n\n____\n\nDit is een LOSSE OPDRACHT opportunity (dus niet voor een project)\n\n\nJabra Engage 50 II – (Engage 50 II Link) USB-A UC Stereo\nJabra Engage 50 II – (Engage 50 II Link) USB-A UC Mono\nJabra Evolve2 65 Flex, Link380a MS Stereo",
  "helpNeeded": "",
  "id": 1908,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2024-10-14T06:59:15.803Z",
  "leadSource": null,
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  "lossReasonDetail": "",
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  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 1017.5,
  "opportunityCategoryID": 105,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2024-10-11T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
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  "rating": null,
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  "revenueSpreadUnit": "",
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  "semiannualCost": 0.0,
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  "stage": 29682776,
  "startDate": "2024-10-03T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Premium Liften - 5x Headset",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
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}