Autotask Toolkit

v 2.13.2 PROD

Op locatie netlijn op de Avaya onderzoeken. Implemented

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Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Koopman International BV (1031HH88)
Aangemaakt
2024-12-03
Gesloten
2025-01-28

Beschrijving

Support via Aura op locatie verkocht, zie inkoop map. Hardware wordt ook via Aura ingekocht. Aanvullend aan de support van aura zijn er ook 4 uur arbeid en 1 uur pm van ons verkocht. Dit is een LOSSE OPDRACHT opportunity (dus geen project) Dit moet via de Aura Aliance. Iemand op locatie langs laten gaan om een netlijn storing op te lossen Adres: Business Center Sidi Maarouf Bureau 1, Bloc 2, Lotissement Mederssa Lot 1, Z. I. Sidi Maarouf Casablanca 20190 Maroc / Morocco Ook een analoge netlijnkaart MM711AP aanbieden.

Primary quote

Naam
#1756 — Op locatie netlijn op de Avaya onderzoeken.
Effectief vanaf
2025-01-23
Vervaldatum
2025-02-24

Eenmalige items (4)

# Artikel of dienst Item type Aantal
1 Avaya MM711
Deze klant neemt 'telefonie diensten of producten' af van TSV. 		Product 1
2 Professional Services Arbeid Aura
Arbeid Aura 		Product 1
3 Engineer
Engineer rol voor werkzaamheden op een incident ticket 		Labor 4
4 Project Management
Project management werkzaamheden voor de afdeling projecten van TSV 		Labor 1

Notes (13)

Datum Action type Assigned to Onderwerp / inhoud
2025-01-28 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2025-01-28 Opportunity Update Erik Gunther Opportunity: None, Op locatie netlijn op de Avaya onderzoeken. Total Revenue=4200 Probability=1% Sales Stage=Stage 6 - Handover Changed Projected Close Date from 26-02-2025 to 28-01-2025 Opportunity Owner=Gunther, Erik Status=Closed
2025-01-28 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; jveraar@tsv-groep.nl Initiated by Erik Gunther
2025-01-28 Opportunity Update Erik Gunther Opportunity: None, Op locatie netlijn op de Avaya onderzoeken. Total Revenue=4200 Probability=1% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=26-02-2025 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2025-01-28 General Erik Gunther Workflow Rule "[TSV-Opp Stage5] OPP check door Erik" fired.
When an opportunity is: Edited And the following conditions are met: Stage equal to "Stage 5 Closed - WON" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Stage 5 overdracht maken) to egunther@tsv-groep.nl Create To-Do(s) Initiated by Erik Gunther
2025-01-28 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
2025-01-28 Opportunity Update Erik Gunther Opportunity: None, Op locatie netlijn op de Avaya onderzoeken. Total Revenue=4200 Probability=1% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=26-02-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-01-27 Opportunity Update Erik Gunther Opportunity: None, Op locatie netlijn op de Avaya onderzoeken. Total Revenue=4200 Probability=1% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 28-01-2025 to 26-02-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-01-24 Opportunity Update Erik Gunther Opportunity: None, Op locatie netlijn op de Avaya onderzoeken. Total Revenue=4200 Probability=1% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Changed Projected Close Date from 27-01-2025 to 28-01-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-01-20 Opportunity Update Erik Gunther Opportunity: None, Op locatie netlijn op de Avaya onderzoeken. Total Revenue=0 Probability=1% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 18-01-2025 to 27-01-2025 Opportunity Owner=Gunther, Erik Status=Active
2024-12-19 Opportunity Update Erik Gunther Opportunity: None, Op locatie netlijn op de Avaya onderzoeken. Total Revenue=0 Probability=1% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 02-01-2025 to 18-01-2025 Opportunity Owner=Gunther, Erik Status=Active
2024-12-03 General Erik Gunther Workflow Rule "Technische Opportunity naar Sales Agent" fired.
When an opportunity is: Created And the following conditions are met: Opportunity Owner not in list "Gunther, Erik or Hammel, David or Lunstroo, Frank or Riechelmann, Ronny or Veldkamp, Alex or Waldram, Jeroen" Then execute the following actions: Set Opportunity Owner To "Gunther, Erik" Set Probability To "1" Send notification e-mail (Opportunity - Re-assigned (Wizard)) to egunther@tsv-groep.nl Initiated by Gerko Oskam
2024-12-03 Opportunity Update Gerko Oskam New Opportunity: None, Op locatie netlijn op de Avaya onderzoeken. Total Revenue=0 Probability=0% Sales Stage=Stage 1 First Contact Projected Close Date=02-01-2025 Opportunity Owner=Oskam, Gerko Status=Active
Volledige record uit Autotask 
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  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 4200.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2025-01-28T00:00:00.000Z",
  "companyID": 340,
  "contactID": 30685125,
  "cost": 0.0,
  "createDate": "2024-12-03T15:29:38.180Z",
  "creatorResourceID": 29682891,
  "description": "Support via Aura op locatie verkocht, zie inkoop map.\nHardware wordt ook via Aura ingekocht.\nAanvullend aan de support van aura zijn er ook 4 uur arbeid en 1 uur pm van ons verkocht.\n\n\n\nDit is een LOSSE OPDRACHT opportunity (dus geen project)\nDit moet via de Aura Aliance.\nIemand op locatie langs laten gaan om een netlijn storing op te lossen\nAdres:\nBusiness Center Sidi Maarouf Bureau 1, Bloc 2,\nLotissement Mederssa Lot 1, Z. I. Sidi Maarouf\nCasablanca 20190 Maroc / Morocco\n\nOok een analoge netlijnkaart MM711AP aanbieden.",
  "helpNeeded": "",
  "id": 1980,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2025-01-28T08:25:22.253Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 4200.0,
  "opportunityCategoryID": 102,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 1,
  "productID": 2,
  "projectedCloseDate": "2025-01-28T00:00:00.000Z",
  "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": "2024-12-03T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Op locatie netlijn op de Avaya onderzoeken.",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}