Autotask Toolkit

v 2.13.2 PROD

Nieuw 9GB abonnement Closed

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Status
Closed
Stage
Stage 6 - Handover
Win reason
Klant
DPS - Dutch Protein & Services b.v. (4004JT3)
Aangemaakt
2024-11-14
Gesloten
2024-11-19

Beschrijving

Dit is een LOSSE OPDRACHT opportunity (dus niet voor een project) Wij hebben de opdracht ontvangen voor het leveren van een extra mobiel abonnement met nieuw nummer. Graag z.s.m. de simkaart versturen t.a.v. Robert Feenstra.

Primary quote

Naam
#1705 — Nieuw 9GB abonnement
Effectief vanaf
2024-11-18
Vervaldatum
2024-12-19

Maandelijkse items (1)

# Artikel of dienst Item type Aantal
1 Mobiel
Deze klant neemt 'mobiele diensten of producten' af van TSV.
Product 24

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Mobiel
Deze klant neemt 'mobiele diensten of producten' af van TSV.
Product 1

Notes (6)

Datum Action type Assigned to Onderwerp / inhoud
2024-11-19 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 Frank Lunstroo
2024-11-19 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 Frank Lunstroo
2024-11-19 Opportunity Update Frank Lunstroo Opportunity: None, Nieuw 9GB abonnement Total Revenue=380 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=19-11-2024 Opportunity Owner=Gunther, Erik Status=Closed
2024-11-19 Opportunity Update Frank Lunstroo Opportunity: None, Nieuw 9GB abonnement Total Revenue=380 Probability=100% Changed Status from Stage 1 First Contact to Stage 5 Closed - WON Changed Projected Close Date from 21-11-2024 to 19-11-2024 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2024-11-19 Opportunity Update Frank Lunstroo Opportunity: None, Nieuw 9GB abonnement Total Revenue=380 Changed Probability from 25% to 100% Sales Stage=Stage 1 First Contact Projected Close Date=21-11-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-11-14 Opportunity Update Erik Gunther New Opportunity: None, Nieuw 9GB abonnement Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=21-11-2024 Opportunity Owner=Gunther, Erik Status=Active
Volledige record uit Autotask
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  "advancedField3": 0.0,
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  "advancedField5": 0.0,
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  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2024-11-19T00:00:00.000Z",
  "companyID": 902,
  "contactID": 30685027,
  "cost": 0.0,
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  "creatorResourceID": 29682927,
  "description": "Dit is een LOSSE OPDRACHT opportunity (dus niet voor een project)\n\nWij hebben de opdracht ontvangen voor het leveren van een extra mobiel abonnement met nieuw nummer.\n\nGraag z.s.m. de simkaart versturen t.a.v. Robert Feenstra.",
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  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 360.0,
  "nextStep": "",
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  "onetimeRevenue": 20.0,
  "opportunityCategoryID": 105,
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  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2024-11-19T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
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  "rating": null,
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  "revenueSpreadUnit": "",
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  "stage": 29682776,
  "startDate": "2024-11-14T00:00:00.000Z",
  "status": 3,
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  "throughDate": null,
  "title": "Nieuw 9GB abonnement",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
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}