Autotask Toolkit

v 2.13.2 PROD

Aanvullend 10 nummerblok Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Chane Terminal Welplaat B.V. (3197KR9)
Aangemaakt
2024-10-11
Gesloten
2024-11-06

Beschrijving

Klant is akkoord voor extra 10 nummerblok. Verzoek is om een orderbevestiging naar Gerard de Vries te sturen voor 1 x 10 nummerblok. Nummers maken niet als het maar 010 is. Zie als voorbeeld opp. 1170. Bedrag is € 22,94 per maand volgens de laatste factuur. Alvast bedankt.

Primary quote

Naam
#1668 — Aanvullend 10 nummerblok
Effectief vanaf
2024-10-10
Vervaldatum
2024-11-11

Maandelijkse items (1)

# Artikel of dienst Item type Aantal
1 10 nummerblok
Deze klant neemt 'telefonie diensten of producten' af van TSV. 		Product 6

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Engineer
Engineer rol voor werkzaamheden op een incident ticket 		Labor 1

Notes (8)

Datum Action type Assigned to Onderwerp / inhoud
2024-11-06 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
2024-11-06 Opportunity Update Erik Gunther Opportunity: None, Aanvullend 10 nummerblok Total Revenue=184 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=06-11-2024 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2024-11-06 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
2024-11-06 Opportunity Update Erik Gunther Opportunity: None, Aanvullend 10 nummerblok Total Revenue=184 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 06-11-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-10-28 Opportunity Update Erik Gunther Opportunity: None, Aanvullend 10 nummerblok Total Revenue=184 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, Aanvullend 10 nummerblok Total Revenue=184 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
2024-10-11 Opportunity Update Erik Gunther Opportunity: None, Aanvullend 10 nummerblok Total Revenue=184 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=14-10-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-10-11 Opportunity Update Erik Gunther New Opportunity: None, Aanvullend 10 nummerblok Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=14-10-2024 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": 183.82,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2024-11-06T00:00:00.000Z",
  "companyID": 889,
  "contactID": 30685807,
  "cost": 0.0,
  "createDate": "2024-10-11T07:38:34.163Z",
  "creatorResourceID": 29682927,
  "description": "Klant is akkoord voor  extra 10 nummerblok.\n\n\n\n\nVerzoek is om een orderbevestiging naar Gerard de Vries te sturen voor 1 x 10 nummerblok.\nNummers maken niet als het maar 010 is. Zie als voorbeeld opp. 1170. Bedrag is € 22,94 per maand volgens de laatste factuur.\nAlvast bedankt.",
  "helpNeeded": "",
  "id": 1918,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2024-11-06T12:55:26.297Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 68.82,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 115.0,
  "opportunityCategoryID": 105,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2024-11-06T00:00:00.000Z",
  "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": "2024-10-11T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Aanvullend 10 nummerblok",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}