Autotask Toolkit

v 2.21.0 PROD

DECT toestel cloud Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 6 - Handover
Win reason
–
Klant
Gezondheidscentrum Schalkwijk(2037XE13)
Aangemaakt
2020-10-06
Gesloten
2020-10-14

Beschrijving

DECT toestel cloud Calculatie staat in de map. Tevens ook de getekende offerte. Voor de klant moet een extra cloud licentie besteld worden met onbeperkt bellen. Een DECT handset incl. basis station. Ik heb de normale implementatie van de calco aangehouden en hier 1 uur bij op geplust.

Primary quote

Naam
#526 — DECT toestel cloud
Effectief vanaf
2020-10-05
Vervaldatum
2020-11-06

Maandelijkse items (2)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 Telefonie
Deze klant neemt 'telefonie diensten of producten' af van TSV. 		Product 60 € 13,40 € 804,00
2 Service
Deze klant neemt 'beheer diensten' af van TSV. 		Product 60 € 3,00 € 180,00
Subtotaal € 984,00

Eenmalige items (1)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 Professional Services
Deze klant neemt 'PS diensten' af van TSV. 		Product 1 € 269,50 € 269,50
Subtotaal € 269,50
Totaal offerte (excl. BTW) € 1.253,50
  • Autotask kent geen looptijd op een offerte. Of het maandelijkse subtotaal een bedrag per maand is of de waarde over de hele looptijd, hangt af van hoe Aantal is ingevuld — de toolkit kan dat niet afleiden.

Notes (9)

Datum Action type Assigned to Onderwerp / inhoud
2020-10-15 General Redacted Resource (redacted) 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 Jeffrey den Heijer
2020-10-15 General Redacted Resource (redacted) 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 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) aanmaken kostenplaats) to akik@tsv-groep.nl; revers@tsv-groep.nl Initiated by Jeffrey den Heijer
2020-10-15 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 "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 Jeffrey den Heijer
2020-10-15 Opportunity Update Redacted Resource (redacted) Opportunity: None, DECT toestel cloudTotal Revenue=1254 Probability=0% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=31-10-2020 Opportunity Owner=Heijer, Jeffrey den Status=Closed
2020-10-15 Opportunity Update Redacted Resource (redacted) Opportunity: None, DECT toestel cloudTotal Revenue=1254 Probability=0% Changed Status from Stage 6 - Handover to Stage 5 Closed - WON Projected Close Date=31-10-2020 Opportunity Owner=Heijer, Jeffrey den Status=Closed
2020-10-14 General Redacted Resource (redacted) 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 Jeffrey den Heijer
2020-10-14 Opportunity Update Redacted Resource (redacted) Opportunity: None, DECT toestel cloudTotal Revenue=1254 Probability=0% Changed Status from Stage 1 First Contact to Stage 6 - Handover Projected Close Date=31-10-2020 Opportunity Owner=Heijer, Jeffrey den Changed Status from Active to Closed
2020-10-14 Opportunity Update Redacted Resource (redacted) Opportunity: None, DECT toestel cloudTotal Revenue=0 Probability=0% Sales Stage=Stage 1 First Contact Projected Close Date=31-10-2020 Opportunity Owner=Heijer, Jeffrey den Status=Active
2020-10-06 Opportunity Update Redacted Resource (redacted) New Opportunity: None, DECT toestel cloudTotal Revenue=0 Probability=0% Sales Stage=Stage 1 First Contact Projected Close Date=31-10-2020 Opportunity Owner=Heijer, Jeffrey den Status=Active
Volledige record uit Autotask 
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  "amount": 1253.5,
  "assessmentScore": null,
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  "closedDate": "2020-10-14T00:00:00.000Z",
  "companyID": 925,
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  "creatorResourceID": 29682904,
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  "monthlyRevenue": 984.0,
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  "productID": 2,
  "projectedCloseDate": "2020-10-31T00:00:00.000Z",
  "promisedFulfillmentDate": null,
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