Autotask Toolkit

v 2.13.2 PROD

1x Jabra Engage 75 + EHS Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Aurobindo (3741LN1)
Aangemaakt
2025-03-17
Gesloten
2025-03-18

Beschrijving

Dit is een LOSSE OPDRACHT opportunity (dus niet voor een project) 1x Jabra Engage 75 SE Mono te bestellen bij Atis 9656-583-111 1x Jabra EHS te bestellen bij Atis 14201-33 1X Order en verzendkosten

Primary quote

Naam
#1794 — 1x Jabra Engage 75 + EHS
Effectief vanaf
2025-03-16
Vervaldatum
2025-04-17

Eenmalige items (3)

# Artikel of dienst Item type Aantal
1 Telefonie
Jabra Engage 75 SE Mono 		Product 1
2 Telefonie
Jabra EHS module 		Product 1
3 Professional Services
Order en verzendkosten 		Product 1

Notes (8)

Datum Action type Assigned to Onderwerp / inhoud
2025-03-18 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2025-03-18 General Frank Lunstroo Workflow Rule "[TSV-Opp Stage6] Opportunity ready for handover - notify Alex" fired.
When an opportunity is: Edited And the following conditions are met: Stage changed to "Stage 6 - Handover" Then execute the following actions: Send notification e-mail (Opp. Stage 6 Alex) to aveldkamp@tsv-groep.nl Initiated by Frank Lunstroo
2025-03-18 General Frank Lunstroo 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 Frank Lunstroo
2025-03-18 Opportunity Update Frank Lunstroo Opportunity: None, 1x Jabra Engage 75 + EHS Total Revenue=345 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 18-03-2025 to 17-03-2025 Opportunity Owner=Lunstroo, Frank Status=Closed
2025-03-18 General Frank Lunstroo 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 Frank Lunstroo
2025-03-18 General Frank Lunstroo 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
2025-03-18 Opportunity Update Frank Lunstroo Opportunity: None, 1x Jabra Engage 75 + EHS Total Revenue=345 Probability=100% Changed Status from Stage 2 Qualification to Stage 5 Closed - WON Changed Projected Close Date from 19-03-2025 to 17-03-2025 Opportunity Owner=Lunstroo, Frank Changed Status from Active to Closed
2025-03-17 Opportunity Update Frank Lunstroo New Opportunity: None, 1x Jabra Engage 75 + EHS Total Revenue=0 Probability=100% Sales Stage=Stage 2 Qualification Projected Close Date=19-03-2025 Opportunity Owner=Lunstroo, Frank Status=Active
Volledige record uit Autotask 
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  "assessmentScore": null,
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  "closedDate": "2025-03-18T00:00:00.000Z",
  "companyID": 712,
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