Autotask Toolkit

v 2.13.2 PROD

1x DECT toestel Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 6 - Handover
Win reason
Klant
Geveke Werktuigbouw BV (1014BA51)
Aangemaakt
2020-10-29
Gesloten
2020-10-29

Beschrijving

1x DECT Toestel incl. uur engineer t.b.v. installatie en programmeren nummer. Klant heeft per mail akkoord gegeven.  Mail staat in de map onder ''getekende documenten'' Onderstaand het adres waar het toestel heen gestuurd moet worden: Na akkoord mag het toestel worden verstuurd naar: Geveke Werktuigbouw Tav Erik Leemhuis Modem 14a 7741 MJ Coevorden

Primary quote

Naam
#557 — 1x DECT toestel
Effectief vanaf
2020-10-28
Vervaldatum
2020-10-31

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 (7)

Datum Action type Assigned to Onderwerp / inhoud
2020-10-29 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
2020-10-29 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
2020-10-29 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 Thijs de Boer
2020-10-29 Opportunity Update Redacted Resource (redacted) Opportunity: None, 1x DECT toestelTotal Revenue=304 Probability=99% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=31-10-2020 Opportunity Owner=Boer, Thijs de Status=Closed
2020-10-29 Opportunity Update Redacted Resource (redacted) Opportunity: None, 1x DECT toestelTotal Revenue=304 Probability=99% Changed Status from Stage 2 Qualification to Stage 5 Closed - WON Projected Close Date=31-10-2020 Opportunity Owner=Boer, Thijs de Changed Status from Active to Closed
2020-10-29 Opportunity Update Redacted Resource (redacted) Opportunity: None, 1x DECT toestelTotal Revenue=0 Probability=99% Sales Stage=Stage 2 Qualification Projected Close Date=31-10-2020 Opportunity Owner=Boer, Thijs de Status=Active
2020-10-29 Opportunity Update Redacted Resource (redacted) New Opportunity: None, 1x DECT toestelTotal Revenue=0 Probability=99% Sales Stage=Stage 2 Qualification Projected Close Date=31-10-2020 Opportunity Owner=Boer, Thijs de Status=Active
Volledige record uit Autotask
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  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 304.5,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2020-10-29T00:00:00.000Z",
  "companyID": 292,
  "contactID": 30683330,
  "cost": 0.0,
  "createDate": "2020-10-29T10:48:33.463Z",
  "creatorResourceID": 29682909,
  "description": "1x DECT Toestel incl. uur engineer t.b.v. installatie en programmeren nummer.\n\n\nKlant heeft per mail akkoord gegeven. \nMail staat in de map onder ''getekende documenten''\n\n\nOnderstaand het adres waar het toestel heen gestuurd moet worden:\n\n\n\nNa akkoord mag het toestel worden verstuurd naar:\n\n\nGeveke Werktuigbouw\nTav Erik Leemhuis\nModem 14a\n7741 MJ Coevorden",
  "helpNeeded": "",
  "id": 595,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2020-10-29T13:18:02.677Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 304.5,
  "opportunityCategoryID": 1,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682909,
  "primaryCompetitor": null,
  "probability": 99,
  "productID": 2,
  "projectedCloseDate": "2020-10-31T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
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  "rating": 1,
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  "salesProcessPercentComplete": null,
  "semiannualCost": 0.0,
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  "stage": 29682776,
  "startDate": "2020-10-29T00:00:00.000Z",
  "status": 3,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "1x DECT toestel",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}