Autotask Toolkit

v 2.13.2 PROD

Service renewal voor 1 jaar - 2020-2021 Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 6 - Handover
Win reason
Klant
SMBCE Amsterdam Branch (1077XX1733)
Aangemaakt
2020-08-28
Gesloten
2020-08-28

Beschrijving

Betreft SMBC Support Renewal 2020/2021 Wij borgen deze klant back-to-back voor Capstone Intelligent Solutions UK Limited De Purchase Order met nummer 2363 staat in de map getekende opdrachten op Sharepoint Jessica is volledig op de hoogte van deze renewal en zal zorg dragen voor de verdere afhandeling.

Primary quote

Naam
#475 — Service renewal voor 1 jaar - 2020-2021
Effectief vanaf
2020-08-27
Vervaldatum
2020-09-28

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Service
Deze klant neemt 'beheer diensten' af van TSV. TSV service renewal voor 1 jaar met looptijd van 1-9-2020 tot 31-8-2021
Product 1

Notes (5)

Datum Action type Assigned to Onderwerp / inhoud
2020-08-28 General Frank Lunstroo Workflow Rule "[TSV-Opp Stage6] Opportunity ready for handover - notify project team" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category equal to "Standaard (projecten)" Stage changed to "Stage 6 - Handover" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Opportunity - Stage 6 Handover) to akik@tsv-groep.nl; bsyed@tsv-groep.nl; dhammel@tsv-groep.nl; flunstroo@tsv-groep.nl Initiated by Frank Lunstroo
2020-08-28 Opportunity Update Frank Lunstroo Opportunity: None, Service renewal voor 1 jaar - 2020-2021Total Revenue=3120 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=28-08-2020 Opportunity Owner=Lunstroo, Frank Status=Closed
2020-08-28 General Frank Lunstroo 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 "Standaard (projecten)" Stage changed to "Stage 5 Closed - WON" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Opportunity - Stage 5 Closed (WON)) to akik@tsv-groep.nl; bsyed@tsv-groep.nl; dhammel@tsv-groep.nl; flunstroo@tsv-groep.nl Initiated by Frank Lunstroo
2020-08-28 Opportunity Update Frank Lunstroo Opportunity: None, Service renewal voor 1 jaar - 2020-2021Total Revenue=3120 Probability=100% Changed Status from Stage 1 First Contact to Stage 5 Closed - WON Projected Close Date=28-08-2020 Opportunity Owner=Lunstroo, Frank Changed Status from Active to Closed
2020-08-28 Opportunity Update Frank Lunstroo New Opportunity: None, Service renewal voor 1 jaar - 2020-2021Total Revenue=0 Probability=100% Sales Stage=Stage 1 First Contact Projected Close Date=28-08-2020 Opportunity Owner=Lunstroo, Frank Status=Active
Volledige record uit Autotask
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  "amount": 3120.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2020-08-28T00:00:00.000Z",
  "companyID": 768,
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  "createDate": "2020-08-28T12:31:07.970Z",
  "creatorResourceID": 29682902,
  "description": "Betreft SMBC Support Renewal 2020/2021\n\n\nWij borgen deze klant back-to-back voor Capstone Intelligent Solutions UK Limited\n\n\nDe Purchase Order met nummer 2363 staat in de map getekende opdrachten op Sharepoint\n\n\nJessica is volledig op de hoogte van deze renewal en zal zorg dragen voor de verdere afhandeling.",
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  "lossReasonDetail": "",
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  "onetimeRevenue": 3120.0,
  "opportunityCategoryID": 1,
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  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2020-08-28T00:00:00.000Z",
  "promisedFulfillmentDate": null,
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  "quarterlyCost": 0.0,
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  "rating": null,
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  "stage": 29682776,
  "startDate": "2020-08-03T00:00:00.000Z",
  "status": 3,
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  "title": "Service renewal voor 1 jaar - 2020-2021",
  "totalAmountMonths": 1,
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