Autotask Toolkit

v 2.13.2 PROD

10 IP Endpoint licenties + 5 3rd party IP Endpoint licenties Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 6 - Handover
Win reason
Klant
Warmteservice Groep B.V. (1051CG43)
Aangemaakt
2020-10-09
Gesloten
2020-10-09

Beschrijving

David wilt graag een offerte ontvangen voor 10 IP Endpoint licenties en 5 3rd party IP Endpoint licenties. David heeft akkoord gegeven. Akkoord staat op sharepoint.

Primary quote

Naam
#532 — 10 IP Endpoint licenties + 5 3rd party IP Endpoint licenties
Effectief vanaf
2020-10-08
Vervaldatum
2020-10-16

Maandelijkse items (1)

# Artikel of dienst Item type Aantal
1 Service
Deze klant neemt 'beheer diensten' af van TSV.
Product 60

Eenmalige items (1)

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

Notes (6)

Datum Action type Assigned to Onderwerp / inhoud
2020-10-09 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 Thijs de Boer
2020-10-09 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 Thijs de Boer
2020-10-09 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 Thijs de Boer
2020-10-09 Opportunity Update Redacted Resource (redacted) Opportunity: None, 10 IP Endpoint licenties + 5 3rd party IP Endpoint licentiesTotal Revenue=3205 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=16-10-2020 Opportunity Owner=Boer, Thijs de Status=Closed
2020-10-09 Opportunity Update Redacted Resource (redacted) Opportunity: None, 10 IP Endpoint licenties + 5 3rd party IP Endpoint licentiesTotal Revenue=3205 Probability=100% Changed Status from Stage 2 Qualification to Stage 5 Closed - WON Projected Close Date=16-10-2020 Opportunity Owner=Boer, Thijs de Changed Status from Active to Closed
2020-10-09 Opportunity Update Redacted Resource (redacted) New Opportunity: None, 10 IP Endpoint licenties + 5 3rd party IP Endpoint licentiesTotal Revenue=0 Probability=100% Sales Stage=Stage 2 Qualification Projected Close Date=16-10-2020 Opportunity Owner=Boer, Thijs de Status=Active
Volledige record uit Autotask
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  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2020-10-09T00:00:00.000Z",
  "companyID": 460,
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  "creatorResourceID": 29682909,
  "description": "David wilt graag een offerte ontvangen voor 10 IP Endpoint licenties en 5 3rd party IP Endpoint licenties.\n\n\nDavid heeft akkoord gegeven. Akkoord staat op sharepoint.",
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  "monthlyRevenue": 1680.0,
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  "onetimeRevenue": 1525.0,
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  "probability": 100,
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  "projectedCloseDate": "2020-10-16T00:00:00.000Z",
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  "title": "10 IP Endpoint licenties + 5 3rd party IP Endpoint licenties",
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