Autotask Toolkit

v 2.13.2 PROD

Vervangende headsets Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Gemeente Stichtse Vecht (3601GR1)
Aangemaakt
2024-12-17
Gesloten
2025-02-10

Beschrijving

Uitleveren: 15x Jabra Engage 75 SE - Stereo - Businesscom - 9659-583-111 1x Order en verzendkosten Offerte is formeel verlopen, prijzen kloppen nog, zodoende dat ik de opdracht doorzet. (Teken datum en verzend datum naar ons liggen ver uit elkaar) Richard is akkoord met 100% achteraf facturatie.

Primary quote

Naam
#1735 — Vervangende headsets
Effectief vanaf
2024-12-17
Vervaldatum
2025-01-18

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Order en verzendkosten
Deze klant neemt 'PS diensten' af van TSV.
Product 1
2 Jabra Engage 75SE, Stereo, EMEA
Deze klant neemt 'telefonie diensten of producten' af van TSV.
Product 15

Notes (10)

Datum Action type Assigned to Onderwerp / inhoud
2025-02-10 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2025-02-10 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
2025-02-10 Opportunity Update Erik Gunther Opportunity: None, Vervangende headsets Total Revenue=5192 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 10-02-2025 to 10-02-2025 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2025-02-10 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 changed to "Stage 5 Closed - WON" Then execute the following actions: Set Probability To "100" Set Projected Close Date To 0 Business Day(s) from Current Time Send notification e-mail ([TSV-Opportunity] Stage 5 overdracht maken) to egunther@tsv-groep.nl Create To-Do(s) Initiated by Erik Gunther
2025-02-10 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
2025-02-10 Opportunity Update Erik Gunther Opportunity: None, Vervangende headsets Total Revenue=5192 Changed Probability from 25% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 26-02-2025 to 10-02-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-02-10 Opportunity Update Erik Gunther Opportunity: None, Vervangende headsets Total Revenue=0 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=26-02-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-01-27 Opportunity Update Erik Gunther Opportunity: None, Vervangende headsets Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 30-01-2025 to 26-02-2025 Opportunity Owner=Gunther, Erik Status=Active
2024-12-31 Opportunity Update Erik Gunther Opportunity: None, Vervangende headsets Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 20-12-2024 to 30-01-2025 Opportunity Owner=Gunther, Erik Status=Active
2024-12-17 Opportunity Update Erik Gunther New Opportunity: None, Vervangende headsets Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=20-12-2024 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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  "closedDate": "2025-02-10T00:00:00.000Z",
  "companyID": 285,
  "contactID": 30683275,
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  "createDate": "2024-12-17T14:56:57.933Z",
  "creatorResourceID": 29682927,
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  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2025-02-10T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
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  "rating": null,
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}