Autotask Toolkit

v 2.13.2 PROD

1x 3rd Party IP Endpoint licentie Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 5 Closed - WON
Win reason
Klant
Distrivers BV (7901TG5)
Aangemaakt
2020-11-06
Gesloten
2020-11-09

Beschrijving

1x 3rd Party IP Endpoint licentie. Klant is akkoord, het inladen van de licentie wordt meegenomen in het project. Daarom geen extra kosten in de offerte voor het inladen van de licentie. Ook daarom geen extra service kosten, licentie wordt meegenomen in de nieuw te maken serviceovereenkomst.

Primary quote

Naam
#564 — 1x 3rd Party IP Endpoint licentie
Effectief vanaf
2020-11-08
Vervaldatum
2020-11-19

Eenmalige items (1)

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

Notes (10)

Datum Action type Assigned to Onderwerp / inhoud
2020-11-09 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
2020-11-09 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 flunstroo@tsv-groep.nl Initiated by Thijs de Boer
2020-11-09 Opportunity Update Redacted Resource (redacted) Closed Date: 09-11-2020 Notified: Subject: Closed Opportunity for Distrivers BV (7901TG5) Body:
2020-11-09 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
2020-11-09 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
2020-11-09 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 flunstroo@tsv-groep.nl Initiated by Thijs de Boer
2020-11-09 Opportunity Update Redacted Resource (redacted) Opportunity: None, 1x 3rd Party IP Endpoint licentieTotal Revenue=165 Probability=75% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=19-11-2020 Opportunity Owner=Boer, Thijs de Status=Closed
2020-11-09 Opportunity Update Redacted Resource (redacted) Opportunity: None, 1x 3rd Party IP Endpoint licentieTotal Revenue=165 Probability=75% Changed Status from Stage 2 Qualification to Stage 5 Closed - WON Projected Close Date=19-11-2020 Opportunity Owner=Boer, Thijs de Changed Status from Active to Closed
2020-11-09 Opportunity Update Redacted Resource (redacted) Opportunity: None, 1x 3rd Party IP Endpoint licentieTotal Revenue=0 Probability=75% Sales Stage=Stage 2 Qualification Projected Close Date=19-11-2020 Opportunity Owner=Boer, Thijs de Status=Active
2020-11-06 Opportunity Update Redacted Resource (redacted) New Opportunity: None, 1x 3rd Party IP Endpoint licentieTotal Revenue=0 Probability=75% Sales Stage=Stage 2 Qualification Projected Close Date=19-11-2020 Opportunity Owner=Boer, Thijs de Status=Active
Volledige record uit Autotask
{
  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 165.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2020-11-09T00:00:00.000Z",
  "companyID": 945,
  "contactID": 30685130,
  "cost": 0.0,
  "createDate": "2020-11-06T10:02:36.223Z",
  "creatorResourceID": 29682909,
  "description": "1x 3rd Party IP Endpoint licentie.\n\nKlant is akkoord, het inladen van de licentie wordt meegenomen in het project.\nDaarom geen extra kosten in de offerte voor het inladen van de licentie.\nOok daarom geen extra service kosten, licentie wordt meegenomen in de nieuw te maken serviceovereenkomst.",
  "helpNeeded": "",
  "id": 602,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2020-11-09T09:16:45.703Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 165.0,
  "opportunityCategoryID": 1,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682909,
  "primaryCompetitor": null,
  "probability": 75,
  "productID": 2,
  "projectedCloseDate": "2020-11-19T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
  "quarterlyRevenue": 0.0,
  "rating": 2,
  "relationshipAssessmentScore": null,
  "revenueSpread": 0,
  "revenueSpreadUnit": "",
  "salesOrderID": null,
  "salesProcessPercentComplete": null,
  "semiannualCost": 0.0,
  "semiannualRevenue": 0.0,
  "stage": 29682774,
  "startDate": "2020-11-06T00:00:00.000Z",
  "status": 3,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "1x 3rd Party IP Endpoint licentie",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}