Autotask Toolkit

v 2.13.2 PROD

iCX WhatsApp test nummer Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 6 - Handover
Win reason
Klant
Ayvens (1114AN30)
Aangemaakt
2020-11-18
Gesloten
2020-11-23

Beschrijving

WhatsApp testnummer voor de iCX testomgeving. Wij hebben akkoord ontvangen voor het toevoegen van een extra WhatsApp telefoonnummer. Dit kopen wij in bij Netrix (Interactcrm) en de inkoop offerte staat in de Opportunity map Inkoop. Het akkoord vanuit LeasePlan staat in de Opportunity map Getekende documenten. Jessica is door mij op de hoogte gebracht van deze opdracht en gaat zorg dragen voor het correct verwerken hiervan. Zij zal een artikelnummer in Exact laten aanmaken en deze toevoegen op de bestaande maandelijkse factuur voor de WhatsApp dienst.

Primary quote

Naam
#574 — iCX WhatsApp test nummer
Effectief vanaf
2020-11-17
Vervaldatum
2020-12-18

Maandelijkse items (1)

# Artikel of dienst Item type Aantal
1 Telefonie
iCX WhatsApp test nummer voor 250 euro per maand
Product 12

Notes (7)

Datum Action type Assigned to Onderwerp / inhoud
2020-11-23 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
2020-11-23 Opportunity Update Frank Lunstroo Opportunity: None, iCX WhatsApp test nummerTotal Revenue=3000 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=20-11-2020 Opportunity Owner=Lunstroo, Frank Status=Closed
2020-11-23 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
2020-11-23 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
2020-11-23 Opportunity Update Frank Lunstroo Opportunity: None, iCX WhatsApp test nummerTotal Revenue=3000 Probability=100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Projected Close Date=20-11-2020 Opportunity Owner=Lunstroo, Frank Changed Status from Active to Closed
2020-11-23 Opportunity Update Frank Lunstroo Opportunity: None, iCX WhatsApp test nummerTotal Revenue=3000 Changed Probability from 50% to 100% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Changed Projected Close Date from 04-12-2020 to 20-11-2020 Opportunity Owner=Lunstroo, Frank Status=Active
2020-11-18 Opportunity Update Frank Lunstroo New Opportunity: None, iCX WhatsApp test nummerTotal Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=04-12-2020 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": 3000.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2020-11-23T00:00:00.000Z",
  "companyID": 347,
  "contactID": 30683572,
  "cost": 0.0,
  "createDate": "2020-11-18T16:51:32.510Z",
  "creatorResourceID": 29682902,
  "description": "WhatsApp testnummer voor de iCX testomgeving.\n\nWij hebben akkoord ontvangen voor het toevoegen van een extra WhatsApp telefoonnummer.\n\nDit kopen wij in bij Netrix (Interactcrm) en de inkoop offerte staat in de Opportunity map Inkoop.\n\nHet akkoord vanuit LeasePlan staat in de Opportunity map Getekende documenten.\n\nJessica is door mij op de hoogte gebracht van deze opdracht en gaat zorg dragen voor het correct verwerken hiervan.\n\nZij zal een artikelnummer in Exact laten aanmaken en deze toevoegen op de bestaande maandelijkse factuur voor de WhatsApp dienst.",
  "helpNeeded": "",
  "id": 620,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2020-11-23T10:04:43.523Z",
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  "lossReasonDetail": "",
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  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 3000.0,
  "nextStep": "",
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  "opportunityCategoryID": 1,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682902,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2020-11-20T00:00:00.000Z",
  "promisedFulfillmentDate": null,
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  "rating": null,
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  "stage": 29682776,
  "startDate": "2020-11-18T00:00:00.000Z",
  "status": 3,
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  "throughDate": null,
  "title": "iCX WhatsApp test nummer",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}