Autotask Toolkit

v 2.13.2 PROD

Borging 3CX platform HR afdeling Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
GVB Exploitatie B.V. (1043HP106)
Aangemaakt
2024-10-14
Gesloten
2025-01-06

Beschrijving

3CX omgeving GVB, wordt geleverd en geborgd door VoiceBytes Contactpersoon GVB: Edo Zwartbol (edo.zwartbol@gvb.nl), zie hem in CC. Project engineer Voicebytes: Matthijs Smeets msmeets@voicebyte.nl Tel: +31(0)88 2326635 PO: 4501205156 Betalingsvoorwaarden eenmalige kosten: 100% achteraf, en dient te geschieden binnen 30 dagen na factuurdatum Betalingsvoorwaarden per maand: 100% vooraf, en dient te geschieden binnen 30 dagen na factuurdatum. Op de eerste factuur belasten wij twee maandtermijnen door, zodat wij in lijn komen met de voorwaarden om de dienst vooraf te betalen.

Primary quote

Naam
#1733 — Borging 3CX platform HR afdeling
Effectief vanaf
2024-12-17
Vervaldatum
2025-01-18

Maandelijkse items (4)

# Artikel of dienst Item type Aantal
1 3CX Enterprise base (12 users included)
3CX Enterprise base (12 users included)
Product 12
2 3CX Additional enterprise user
2x 3CX Additional enterprise user a 7 euro per stuk
Product 12
3 10 nummerblok
2x 10 nummerblok
Product 12
4 5x8 support met back to back borging
5x8 support met back to back borging
Product 12

Eenmalige items (3)

# Artikel of dienst Item type Aantal
1 Eenmalige kosten VoiceBytes
Migratie Training
Product 1
2 Project Management
Project management werkzaamheden voor de afdeling projecten van TSV
Labor 3
3 Strippenkaart aanvulling 4 uur
Engineer rol voor werkzaamheden op een change ticket
Labor 4

Notes (11)

Datum Action type Assigned to Onderwerp / inhoud
2025-01-06 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
2025-01-06 Opportunity Update Erik Gunther Opportunity: None, Borging 3CX platform HR afdeling Total Revenue=4357 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=13-01-2025 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2025-01-06 Opportunity Update Erik Gunther Opportunity: None, Borging 3CX platform HR afdeling Total Revenue=4357 Probability=100% Sales Stage=Stage 5 Closed - WON Changed Projected Close Date from 31-12-2024 to 13-01-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-01-03 Opportunity Update Frank Lunstroo Opportunity: None, Borging 3CX platform HR afdeling Total Revenue=4357 Changed Probability from 25% to 100% Sales Stage=Stage 5 Closed - WON Projected Close Date=31-12-2024 Opportunity Owner=Gunther, Erik Status=Active
2025-01-02 Opportunity Update Erik Gunther Opportunity: None, Borging 3CX platform HR afdeling Total Revenue=4357 Probability=25% Sales Stage=Stage 5 Closed - WON Changed Projected Close Date from 03-01-2025 to 31-12-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-12-31 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
2024-12-31 Opportunity Update Erik Gunther Opportunity: None, Borging 3CX platform HR afdeling Total Revenue=4357 Probability=25% Changed Status from Stage 1 First Contact to Stage 5 Closed - WON Projected Close Date=03-01-2025 Opportunity Owner=Gunther, Erik Status=Active
2024-12-19 Opportunity Update Erik Gunther Opportunity: None, Borging 3CX platform HR afdeling Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 25-12-2024 to 03-01-2025 Opportunity Owner=Gunther, Erik Status=Active
2024-11-25 Opportunity Update Erik Gunther Opportunity: None, Borging 3CX platform HR afdeling Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 13-11-2024 to 25-12-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-11-01 0 Quick Note Erik Gunther Informatie opvragen van de huidige 3CX bij Edo Hoeveel users Hoeveel licenties Mogen we de licenties overnemen Kopie factuur Daarna doorgeven aan Martijn van VoiceBytes
2024-10-14 Opportunity Update Erik Gunther New Opportunity: None, Borging 3CX platform HR afdeling Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=13-11-2024 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": 4357.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2025-01-06T00:00:00.000Z",
  "companyID": 299,
  "contactID": 30686043,
  "cost": 0.0,
  "createDate": "2024-10-14T14:27:03.767Z",
  "creatorResourceID": 29682927,
  "description": "3CX omgeving GVB, wordt geleverd en geborgd door VoiceBytes\nContactpersoon GVB: Edo Zwartbol (edo.zwartbol@gvb.nl), zie hem in CC. \nProject engineer Voicebytes: \nMatthijs Smeets\nmsmeets@voicebyte.nl\nTel: +31(0)88 2326635\n\nPO: 4501205156\n\n\nBetalingsvoorwaarden eenmalige kosten:\n100% achteraf, en dient te geschieden binnen 30 dagen na factuurdatum\n\nBetalingsvoorwaarden per maand:\n100% vooraf, en dient te geschieden binnen 30 dagen na factuurdatum.\nOp de eerste factuur belasten wij twee maandtermijnen door, zodat wij in lijn komen met de voorwaarden om de dienst vooraf te betalen.",
  "helpNeeded": "",
  "id": 1927,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2025-01-06T15:38:01.150Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 2112.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 2245.0,
  "opportunityCategoryID": 105,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2025-01-13T00:00:00.000Z",
  "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": "2024-10-14T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Borging 3CX platform HR afdeling",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}