Autotask Toolkit

v 2.13.2 PROD

3 extra toestellen Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 6 - Handover
Win reason
–
Klant
Premium Liften (1322AM54)
Aangemaakt
2020-10-27
Gesloten
2020-10-27

Beschrijving

Jeff, Bijna zelfde als de vorige keer. Alleen nu geen keymodules.  Wel de voedingen deze keer.   Ik ga de toestellen thuis voorbereiden. En stuur ze dan op naar Marco. @ Andre,  de report is toegevoegd.   Wanneer je gaat bestellen, laat het even weten, even bepalen waar de toestellen geleverd moeten worden  (bij mij of mijn ouders).

Primary quote

Naam
#553 — 3 extra toestellen
Effectief vanaf
2020-10-26
Vervaldatum
2020-11-27

Maandelijkse items (1)

# Artikel of dienst Item type Aantal
1 Telefonie
Deze klant neemt 'telefonie diensten of producten' af van TSV. 		Product 60

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 (6)

Datum Action type Assigned to Onderwerp / inhoud
2020-10-27 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
2020-10-27 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
2020-10-27 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 flunstroo@tsv-groep.nl Initiated by Jeffrey den Heijer
2020-10-27 Opportunity Update Redacted Resource (redacted) Opportunity: None, 3 extra toestellenTotal Revenue=1517 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
2020-10-27 Opportunity Update Redacted Resource (redacted) Opportunity: None, 3 extra toestellenTotal Revenue=1517 Probability=0% Changed Status from Stage 1 First Contact to Stage 5 Closed - WON Projected Close Date=31-10-2020 Opportunity Owner=Heijer, Jeffrey den Changed Status from Active to Closed
2020-10-27 Opportunity Update Redacted Resource (redacted) New Opportunity: None, 3 extra toestellenTotal 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 
{
  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 1516.78,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2020-10-27T00:00:00.000Z",
  "companyID": 912,
  "contactID": 30685058,
  "cost": 0.0,
  "createDate": "2020-10-27T09:44:17.890Z",
  "creatorResourceID": 29682904,
  "description": "Jeff,\n\nBijna zelfde als de vorige keer.\n\nAlleen nu geen keymodules.  Wel de voedingen deze keer.  \n\nIk ga de toestellen thuis voorbereiden. En stuur ze dan op naar Marco.\n\n\n\n\n@ Andre,  de report is toegevoegd.   Wanneer je gaat bestellen, laat het even weten, even bepalen waar de toestellen geleverd moeten worden  (bij mij of mijn ouders).",
  "helpNeeded": "",
  "id": 591,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2020-10-27T16:34:34.897Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 1170.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 346.78,
  "opportunityCategoryID": 1,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682904,
  "primaryCompetitor": null,
  "probability": 0,
  "productID": 2,
  "projectedCloseDate": "2020-10-31T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
  "quarterlyRevenue": 0.0,
  "rating": null,
  "relationshipAssessmentScore": null,
  "revenueSpread": 0,
  "revenueSpreadUnit": "",
  "salesOrderID": null,
  "salesProcessPercentComplete": null,
  "semiannualCost": 0.0,
  "semiannualRevenue": 0.0,
  "stage": 29682776,
  "startDate": "2020-10-27T00:00:00.000Z",
  "status": 3,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "3 extra toestellen",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}