Autotask Toolkit

v 2.13.2 PROD

JEM modules Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Kick ICT (2491DC12-14)
Aangemaakt
2025-04-17
Gesloten
2025-04-23

Beschrijving

Akkoord van de klant op: 3x Avaya JEM24 700514337 Westcom 1x order en verzendkosten Betaling 100% achteraf PO NR: 90250499 Aflever adres: Kick ICT T.a.v. Centraal Magazijn Oder 12 - 14 2491 DC DEN HAAG Lucienne@kick-ict.nl

Primary quote

Naam
#1820 — JEM modules
Effectief vanaf
2025-04-22
Vervaldatum
2025-05-23

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Avaya JEM24
Deze klant neemt 'telefonie diensten of producten' af van TSV. 		Product 3
2 Order en verzendkosten
Deze klant neemt 'PS diensten' af van TSV. 		Product 1

Notes (9)

Datum Action type Assigned to Onderwerp / inhoud
2025-04-23 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2025-04-23 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
2025-04-23 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
2025-04-23 Opportunity Update Erik Gunther Opportunity: None, JEM modules Total Revenue=512 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 23-04-2025 to 23-04-2025 Opportunity Owner=Gunther, Erik Changed Status from Active to Closed
2025-04-23 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
2025-04-23 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
2025-04-23 Opportunity Update Erik Gunther Opportunity: None, JEM modules Total Revenue=512 Changed Probability from 25% to 100% Changed Status from Stage 1 First Contact to Stage 5 Closed - WON Changed Projected Close Date from 25-04-2025 to 23-04-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-04-22 Opportunity Update Erik Gunther Opportunity: None, JEM modules Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 22-04-2025 to 25-04-2025 Opportunity Owner=Gunther, Erik Status=Active
2025-04-17 Opportunity Update Erik Gunther New Opportunity: None, JEM modules Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=22-04-2025 Opportunity Owner=Gunther, Erik Status=Active
Volledige record uit Autotask 
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  "closedDate": "2025-04-23T00:00:00.000Z",
  "companyID": 1161,
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