Autotask Toolkit

v 2.13.2 PROD

Uitbreiding toestellen (7x) + 2x headset Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Twins Investments B.V. (2691GH146)
Aangemaakt
2020-11-13
Gesloten
2020-12-11

Beschrijving

Akkoord: Klant is akkoord voor de offerte. De offerte bestaat uit een upgrade van hun IP Office systeem. Uitbreiding met 7 toestellen en 10 IP Endpoint licenties. Aanschaf van 2 headsets. Nieuwe serviceovereenkomst voor 5 jaar. Betalingscondities: 45, 45, 10 Eerste 45% zou de klant graag nog in dit jaar willen ontvangen. Getekende offerte staat onder de juiste map in sharepoint. Klant wilt graag uitbreiden met 7 toestellen en 2 headsets aanschaffen: - 5x Avaya J-139 - 2x Avaya J-169 - 2x enkeloors, bedraadde headset

Primary quote

Naam
#598 — Uitbreiding toestellen (7x) + 2x headset
Effectief vanaf
2020-12-10
Vervaldatum
2020-12-11

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

Overig periodiek (1)

# Artikel of dienst Item type Aantal
1 Service
Deze klant neemt 'beheer diensten' af van TSV. 		Product 5

Notes (6)

Datum Action type Assigned to Onderwerp / inhoud
2020-12-11 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
2020-12-11 Opportunity Update Redacted Resource (redacted) Opportunity: None, Uitbreiding toestellen (7x) + 2x headsetTotal Revenue=4014 Probability=75% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=11-12-2020 Opportunity Owner=Boer, Thijs de Status=Closed
2020-12-11 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
2020-12-11 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
2020-12-11 Opportunity Update Redacted Resource (redacted) Opportunity: None, Uitbreiding toestellen (7x) + 2x headsetTotal Revenue=4014 Probability=75% Changed Status from Stage 2 Qualification to Stage 5 Closed - WON Changed Projected Close Date from 27-11-2020 to 11-12-2020 Opportunity Owner=Boer, Thijs de Changed Status from Active to Closed
2020-11-13 Opportunity Update Redacted Resource (redacted) New Opportunity: None, Uitbreiding toestellen (7x) + 2x headsetTotal Revenue=0 Probability=75% Sales Stage=Stage 2 Qualification Projected Close Date=27-11-2020 Opportunity Owner=Boer, Thijs de Status=Active
Volledige record uit Autotask 
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  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 4013.75,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2020-12-11T00:00:00.000Z",
  "companyID": 440,
  "contactID": 30683938,
  "cost": 0.0,
  "createDate": "2020-11-13T12:33:58.927Z",
  "creatorResourceID": 29682909,
  "description": "Akkoord:\nKlant is akkoord voor de offerte.\nDe offerte bestaat uit een upgrade van hun IP Office systeem.\nUitbreiding met 7 toestellen en 10 IP Endpoint licenties.\nAanschaf van 2 headsets.\nNieuwe serviceovereenkomst voor 5 jaar.\n\nBetalingscondities:\n\n45, 45, 10\n\nEerste 45% zou de klant graag nog in dit jaar willen ontvangen.\n\nGetekende offerte staat onder de juiste map in sharepoint.\n\n\n\nKlant wilt graag uitbreiden met 7 toestellen en 2 headsets aanschaffen:\n\n- 5x Avaya J-139\n- 2x Avaya J-169\n- 2x enkeloors, bedraadde headset",
  "helpNeeded": "",
  "id": 613,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2020-12-11T11:34:50.990Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 3482.5,
  "opportunityCategoryID": 1,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682909,
  "primaryCompetitor": null,
  "probability": 75,
  "productID": 2,
  "projectedCloseDate": "2020-12-11T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
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  "rating": 2,
  "relationshipAssessmentScore": null,
  "revenueSpread": 0,
  "revenueSpreadUnit": "",
  "salesOrderID": null,
  "salesProcessPercentComplete": null,
  "semiannualCost": 0.0,
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  "stage": 29682776,
  "startDate": "2020-11-13T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Uitbreiding toestellen (7x) + 2x headset",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 6375.0
}