Autotask Toolkit

v 2.13.2 PROD

Upgrade aanbieding Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 5 Closed - WON
Win reason
Klant
Berco (5482TK36)
Aangemaakt
2020-07-02
Gesloten
2020-08-06

Beschrijving

Upgrade aanbieding

Primary quote

Naam
#464 — Upgrade aanbieding
Effectief vanaf
2020-08-05
Vervaldatum
2020-09-06

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Telefonie
Deze klant neemt 'telefonie diensten of producten' af van TSV.
Product 1
2 Professional Services
Deze klant neemt 'PS diensten' af van TSV.
Product 1

Notes (5)

Datum Action type Assigned to Onderwerp / inhoud
2020-08-06 General Redacted Resource (redacted) Workflow Rule "[TSV-Opp WON] Opportunity closed & WON - notify project team" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category equal to "Standard" Stage changed to "Stage 5 Closed - WON" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Opportunity Closed (WON)) to akik@tsv-groep.nl; bsyed@tsv-groep.nl; dhammel@tsv-groep.nl Initiated by Jeffrey den Heijer
2020-08-06 Opportunity Update Redacted Resource (redacted) Opportunity: None, Upgrade aanbiedingTotal Revenue=3524 Probability=0% Changed Status from Stage 1 First Contact to Stage 5 Closed - WON Projected Close Date=31-08-2020 Opportunity Owner=Heijer, Jeffrey den Changed Status from Active to Closed
2020-08-06 Opportunity Update Redacted Resource (redacted) Opportunity: None, Upgrade aanbiedingTotal Revenue=0 Probability=0% Sales Stage=Stage 1 First Contact Projected Close Date=31-08-2020 Opportunity Owner=Heijer, Jeffrey den Status=Active
2020-07-10 Opportunity Update Redacted Resource (redacted) Opportunity: None, Upgrade aanbiedingTotal Revenue=0 Probability=0% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 31-07-2020 to 31-08-2020 Opportunity Owner=Heijer, Jeffrey den Status=Active
2020-07-02 Opportunity Update Redacted Resource (redacted) New Opportunity: None, Upgrade aanbiedingTotal Revenue=0 Probability=0% Sales Stage=Stage 1 First Contact Projected Close Date=31-07-2020 Opportunity Owner=Heijer, Jeffrey den Status=Active
Volledige record uit Autotask
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  "amount": 2925.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2020-08-06T00:00:00.000Z",
  "companyID": 965,
  "contactID": 30685176,
  "cost": 0.0,
  "createDate": "2020-07-02T07:27:47.283Z",
  "creatorResourceID": 29682904,
  "description": "Upgrade aanbieding",
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  "impersonatorCreatorResourceID": null,
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  "productID": 2,
  "projectedCloseDate": "2020-08-31T00:00:00.000Z",
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  "rating": null,
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  "stage": 29682774,
  "startDate": "2020-07-02T00:00:00.000Z",
  "status": 3,
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  "title": "Upgrade aanbieding",
  "totalAmountMonths": 1,
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  "userDefinedFields": [],
  "winReason": null,
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