Autotask Toolkit

v 2.13.2 PROD

Extra gebruiker Elevate Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Unsworth & Associates (1019GM95A)
Aangemaakt
2025-03-31
Gesloten
2025-03-31

Beschrijving

Akkoord op: Eenmalig: 1x Yealink T33G 1x Order en verzendkosten Maandelijk 1x Elevate essentials licentie 1x Comfort SLA per gebruiker Toestel moet bij Intermedia worden besteld.

Primary quote

Naam
#1798 — Extra gebruiker Elevate
Effectief vanaf
2025-03-30
Vervaldatum
2025-04-30

Maandelijkse items (2)

# Artikel of dienst Item type Aantal
1 Comfort SLA per gebruiker
Deze klant neemt 'beheer diensten' af van TSV. 		Product 41
2 Elevate Essentials
Deze klant neemt 'telefonie diensten of producten' af van TSV. 		Product 41

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Order en verzendkosten
Deze klant neemt 'PS diensten' af van TSV. 		Product 1
2 Yealink T33G
Deze klant neemt 'telefonie diensten of producten' af van TSV. 		Product 1

Notes (8)

Datum Action type Assigned to Onderwerp / inhoud
2025-03-31 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2025-03-31 General Erik Gunther 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 Erik Gunther
2025-03-31 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
2025-03-31 Opportunity Update Erik Gunther Opportunity: None, Extra gebruiker Elevate Total Revenue=897 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 31-03-2025 to 31-03-2025 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2025-03-31 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
2025-03-31 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
2025-03-31 Opportunity Update Erik Gunther Opportunity: None, Extra gebruiker Elevate Total Revenue=897 Probability=25% Changed Status from Stage 1 First Contact to Stage 5 Closed - WON Changed Projected Close Date from 01-04-2025 to 31-03-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-03-31 Opportunity Update Erik Gunther New Opportunity: None, Extra gebruiker Elevate Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=01-04-2025 Opportunity Owner=Gunther, Erik Status=Active
Volledige record uit Autotask 
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  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 896.9,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2025-03-31T00:00:00.000Z",
  "companyID": 443,
  "contactID": 30683949,
  "cost": 0.0,
  "createDate": "2025-03-31T08:30:04.537Z",
  "creatorResourceID": 29682927,
  "description": "Akkoord op:\nEenmalig:\n1x Yealink T33G\n1x Order en verzendkosten\n\nMaandelijk\n1x Elevate essentials licentie\n1x Comfort SLA per gebruiker \n\nToestel moet bij Intermedia worden besteld.",
  "helpNeeded": "",
  "id": 2091,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2025-03-31T13:42:49.583Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 754.4,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 142.5,
  "opportunityCategoryID": 105,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682927,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2025-03-31T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
  "quarterlyRevenue": 0.0,
  "rating": null,
  "relationshipAssessmentScore": null,
  "revenueSpread": 0,
  "revenueSpreadUnit": "",
  "salesOrderID": null,
  "salesProcessPercentComplete": null,
  "semiannualCost": 0.0,
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  "stage": 29682776,
  "startDate": "2025-03-31T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Extra gebruiker Elevate",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}