Autotask Toolkit

v 2.13.2 PROD

Nieuwe DECT handset Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Geveke Werktuigbouw BV (1014BA51)
Aangemaakt
2024-12-09
Gesloten
2024-12-09

Beschrijving

Uitleveren (T20241204.0005) : 1x Dect Handset R700H - S30852-H2976-R102 Businesscom 1 uur op locatie 1 x voorrijden. Offerte is akkoord per mail. ___ Graag voor Geveke de aanbieding doen voor de vervanging van een defecte DECT handset. Aanbieden: - Dect Handset R700H - 1 uur op locatie - 1 x voorrijden. Zoals afgestemd met Linda, hoeft er geen programering plaats te vinden, gezien het gaat om een al bestaande gebruiker op het systeem.

Primary quote

Naam
#1727 — Nieuwe DECT handset
Effectief vanaf
2024-12-08
Vervaldatum
2025-01-09

Eenmalige items (3)

# Artikel of dienst Item type Aantal
1 Gigaset R700H
Deze klant neemt 'telefonie diensten of producten' af van TSV.
Product 1
2 Voorrijdkosten (support) Cost 1
3 Engineer [change]
Engineer rol voor werkzaamheden op een change ticket
Labor 1

Notes (6)

Datum Action type Assigned to Onderwerp / inhoud
2024-12-09 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
2024-12-09 Opportunity Update Erik Gunther Opportunity: None, Nieuwe DECT handset Total Revenue=425 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 16-12-2024 to 09-12-2024 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2024-12-09 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
2024-12-09 Opportunity Update Erik Gunther Opportunity: None, Nieuwe DECT handset Total Revenue=425 Changed Probability from 1% to 100% Changed Status from Stage 1 First Contact to Stage 5 Closed - WON Projected Close Date=16-12-2024 Opportunity Owner=Gunther, Erik Status=Active
2024-12-09 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 Marc Blankestijn
2024-12-09 Opportunity Update Marc Blankestijn New Opportunity: None, Nieuwe DECT handset Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=16-12-2024 Opportunity Owner=Blankestijn, Marc Status=Active
Volledige record uit Autotask
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  "closedDate": "2024-12-09T00:00:00.000Z",
  "companyID": 292,
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