Autotask Toolkit

v 2.13.2 PROD

Verlengen 2 mobiele abonnementen Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 6 - Handover
Win reason
Klant
Gezondheidscentrum Schalkwijk(2037XE13)
Aangemaakt
2024-10-18
Gesloten
2024-12-02

Beschrijving

Verlengen naar: 2x HBOM 9GB a 17,50 per stuk Contractsduur 24 maanden. ______ Het TSV-Connect Mobiel contract van Gezondheidscentrum Schalkwijk(2037XE13) gaat over 45 dagen verlopen. Let op - het gaat hierbij om een contract dat is geborgd via onze CRM applicatie! Gezondheidscentrum Schalkwijk(2037XE13) - Mobiel Contract type: Recurring Service / Contract categorie: Recurring Costs Einddatum contract: 01-12-2024 Link naar de klantpagina in onze CRM: https://tsvcrm.ezconnect2.nl/EZConnect2/main.aspx?etc=1&id=%7b15f835c8-e4c7-e911-80e3-005056a4356e%7d&pagetype=entityrecord (Let op! Deze link werkt niet in Edge! Als Edge standaard opent, kopieer de link dan naar een andere browswer!) (Let op! Je moet ook kunnen inloggen op CRM om deze link te kunnen openen) Gelieve actie te ondernemen om dit onder de aandacht te brengen bij de klant!

Primary quote

Naam
#1693 — Verlengen 2 mobiele abonnementen
Effectief vanaf
2024-11-05
Vervaldatum
2024-12-06

Maandelijkse items (1)

# Artikel of dienst Item type Aantal
1 Odido HBOM 9GB
2x abonnement van 24 maanden
Product 48

Notes (9)

Datum Action type Assigned to Onderwerp / inhoud
2024-12-02 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
2024-12-02 Opportunity Update Erik Gunther Opportunity: None, Verlengen 2 mobiele abonnementen Total Revenue=840 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=02-12-2024 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2024-12-02 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
2024-12-02 Opportunity Update Erik Gunther Opportunity: None, Verlengen 2 mobiele abonnementen Total Revenue=840 Changed Probability from 25% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=02-12-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-11-25 Opportunity Update Erik Gunther Opportunity: None, Verlengen 2 mobiele abonnementen Total Revenue=840 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 17-11-2024 to 02-12-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-11-06 Opportunity Update Erik Gunther Opportunity: None, Verlengen 2 mobiele abonnementen Total Revenue=840 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=17-11-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-10-31 1 KPI Telefonisch contact Erik Gunther Rob bellen voor abonnementen door te nemen
2024-10-31 0 Quick Note Erik Gunther Nu 16,92
2024-10-18 Opportunity Update Erik Gunther New Opportunity: None, Verlengen 2 mobiele abonnementen Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=17-11-2024 Opportunity Owner=Gunther, Erik Status=Active
Volledige record uit Autotask
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  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 840.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2024-12-02T00:00:00.000Z",
  "companyID": 925,
  "contactID": 30685087,
  "cost": 0.0,
  "createDate": "2024-10-18T14:53:40.080Z",
  "creatorResourceID": 29682927,
  "description": "Verlengen naar:\n2x HBOM 9GB a 17,50 per stuk\n\nContractsduur 24 maanden.\n\n\n\n______\n\nHet TSV-Connect Mobiel contract van Gezondheidscentrum Schalkwijk(2037XE13) gaat over 45 dagen verlopen.\n\nLet op - het gaat hierbij om een contract dat is geborgd via onze CRM applicatie!\n\nGezondheidscentrum Schalkwijk(2037XE13) - Mobiel\nContract type: Recurring Service / Contract categorie: Recurring Costs\n\nEinddatum contract: 01-12-2024\n\nLink naar de klantpagina in onze CRM:\nhttps://tsvcrm.ezconnect2.nl/EZConnect2/main.aspx?etc=1&id=%7b15f835c8-e4c7-e911-80e3-005056a4356e%7d&pagetype=entityrecord\n\n(Let op! Deze link werkt niet in Edge! Als Edge standaard opent, kopieer de link dan naar een andere browswer!)\n(Let op! Je moet ook kunnen inloggen op CRM om deze link te kunnen openen)\n\nGelieve actie te ondernemen om dit onder de aandacht te brengen bij de klant!",
  "helpNeeded": "",
  "id": 1936,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2024-12-02T10:16:51.203Z",
  "leadSource": null,
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  "lossReasonDetail": "",
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  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2024-12-02T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
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  "startDate": "2024-10-18T00:00:00.000Z",
  "status": 3,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Verlengen 2 mobiele abonnementen",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}