Autotask Toolkit

v 2.13.2 PROD

Service overeenkomst vernieuwen voor 1 jaar Closed

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Status
Closed
Stage
Stage 6 - Handover
Win reason
Klant
NederlandsVeteraneninstituut (.nl) (3941XV1)
Aangemaakt
2020-10-15
Gesloten
2020-11-30

Beschrijving

Service overeenkomst vernieuwen voor 1 jaar. Het akkoord hebben wij ontvangen van Stichting "Het Veteraneninstituut" dit is per 1-1-2021 de rechtsopvolger van Stichting De Basis. Betreft: TSV 7x4 service voor 6.540,00 per jaar IPOSS service voor 468,00 per jaar Jessica beschikt inmiddels over alle informatie om deze opdracht correct te verwerken en gaat daar zorg voor dragen.

Primary quote

Naam
#539 — Service overeenkomst vernieuwen voor 1 jaar
Effectief vanaf
2020-10-14
Vervaldatum
2020-11-15

Overig periodiek (2)

# Artikel of dienst Item type Aantal
1 Service
TSV 7x4 service overeenkomst voor de IP Office oplossing
Product 1
2 Service
Avaya IPOSS voor de IP Office oplossing
Product 1

Notes (7)

Datum Action type Assigned to Onderwerp / inhoud
2020-11-30 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
2020-11-30 Opportunity Update Frank Lunstroo Opportunity: None, Service overeenkomst vernieuwen voor 1 jaarTotal Revenue=584 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=27-11-2020 Opportunity Owner=Lunstroo, Frank Status=Closed
2020-11-30 General Frank Lunstroo 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 Frank Lunstroo
2020-11-30 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 flunstroo@tsv-groep.nl Initiated by Frank Lunstroo
2020-11-30 Opportunity Update Frank Lunstroo Opportunity: None, Service overeenkomst vernieuwen voor 1 jaarTotal Revenue=584 Changed Probability from 50% to 100% Changed Status from Stage 2 Qualification to Stage 5 Closed - WON Changed Projected Close Date from 06-11-2020 to 27-11-2020 Opportunity Owner=Lunstroo, Frank Changed Status from Active to Closed
2020-11-04 Opportunity Update Frank Lunstroo Opportunity: None, Service overeenkomst vernieuwen voor 1 jaarTotal Revenue=566 Probability=50% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 30-10-2020 to 06-11-2020 Opportunity Owner=Lunstroo, Frank Status=Active
2020-10-15 Opportunity Update Frank Lunstroo New Opportunity: None, Service overeenkomst vernieuwen voor 1 jaarTotal Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=30-10-2020 Opportunity Owner=Lunstroo, Frank Status=Active
Volledige record uit Autotask
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  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 584.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2020-11-30T00:00:00.000Z",
  "companyID": 877,
  "contactID": 30684938,
  "cost": 0.0,
  "createDate": "2020-10-15T14:07:53.167Z",
  "creatorResourceID": 29682902,
  "description": "Service overeenkomst vernieuwen voor 1 jaar.\n\nHet akkoord hebben wij ontvangen van Stichting \"Het Veteraneninstituut\" dit is per 1-1-2021 de rechtsopvolger van Stichting De Basis.\n\nBetreft:\nTSV 7x4 service voor 6.540,00 per jaar\nIPOSS service voor 468,00 per jaar\n\nJessica beschikt inmiddels over alle informatie om deze opdracht correct te verwerken en gaat daar zorg voor dragen.",
  "helpNeeded": "",
  "id": 575,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2020-11-30T10:27:47.773Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 0.0,
  "opportunityCategoryID": 1,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682902,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2020-11-27T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
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  "rating": null,
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  "salesProcessPercentComplete": null,
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  "stage": 29682776,
  "startDate": "2020-10-15T00:00:00.000Z",
  "status": 3,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Service overeenkomst vernieuwen voor 1 jaar",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 7008.0
}