Autotask Toolkit

v 2.13.2 PROD

5x Jabra Engage 75 + EHS Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Aurobindo (3741LN1)
Aangemaakt
2025-02-17
Gesloten
2025-02-19

Beschrijving

5x Jabra Engage 75 SE Mono Atis 9656-583-111 5x Jabra EHS Atis 14201-33 1X Order en verzendkosten Klant is op de hoogte van dat ze niet op voorraad zijn

Primary quote

Naam
#1773 — 6x Jabra Engage 75 + EHS
Effectief vanaf
2025-02-16
Vervaldatum
2025-03-17

Eenmalige items (3)

# Artikel of dienst Item type Aantal
1 Jabra Engage 75 SE Mono
Deze klant neemt 'telefonie diensten of producten' af van TSV. 		Product 5
2 Order en verzendkosten
Deze klant neemt 'PS diensten' af van TSV. 		Product 1
3 Jabra EHS module
Deze klant neemt 'telefonie diensten of producten' af van TSV. 		Product 5

Notes (10)

Datum Action type Assigned to Onderwerp / inhoud
2025-02-19 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2025-02-19 Opportunity Update Erik Gunther Opportunity: None, 5x Jabra Engage 75 + EHS Total Revenue=1655 Probability=100% Sales Stage=Stage 6 - Handover Projected Close Date=19-02-2025 Opportunity Owner=Gunther, Erik Status=Closed
2025-02-19 Opportunity Update Erik Gunther Opportunity: None, 6x Jabra Engage 75 + EHS Total Revenue=1655 Changed Probability from 25% to 100% Sales Stage=Stage 6 - Handover Projected Close Date=19-02-2025 Opportunity Owner=Gunther, Erik Status=Closed
2025-02-19 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; jveraar@tsv-groep.nl Initiated by Erik Gunther
2025-02-19 Opportunity Update Erik Gunther Opportunity: None, 6x Jabra Engage 75 + EHS Total Revenue=1655 Changed Probability from 100% to 25% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 19-02-2025 to 19-02-2025 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2025-02-19 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
2025-02-19 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 Erik Gunther
2025-02-19 Opportunity Update Erik Gunther Opportunity: None, 6x Jabra Engage 75 + EHS Total Revenue=1655 Probability=25% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=21-02-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-02-17 Opportunity Update Erik Gunther Opportunity: None, 6x Jabra Engage 75 + EHS Total Revenue=1982 Probability=25% Changed Status from Stage 1 First Contact to Stage 3 Proposal Sent Projected Close Date=21-02-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-02-17 Opportunity Update Erik Gunther New Opportunity: None, 6x Jabra Engage 75 + EHS Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=21-02-2025 Opportunity Owner=Gunther, Erik Status=Active
Volledige record uit Autotask 
{
  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 1655.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2025-02-19T00:00:00.000Z",
  "companyID": 712,
  "contactID": 30684361,
  "cost": 0.0,
  "createDate": "2025-02-17T12:50:50.350Z",
  "creatorResourceID": 29682927,
  "description": "5x Jabra Engage 75 SE Mono Atis 9656-583-111\n5x Jabra EHS Atis 14201-33\n1X Order en verzendkosten\n\nKlant is op de hoogte van dat ze niet op voorraad zijn",
  "helpNeeded": "",
  "id": 2059,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2025-02-19T15:28:37.823Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 1655.0,
  "opportunityCategoryID": 105,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2025-02-19T00:00:00.000Z",
  "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": "2025-02-17T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "5x Jabra Engage 75 + EHS",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}