Autotask Toolkit

v 2.13.2 PROD

3x DECT toestel 3745 + 1x Bureaulader Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 6 - Handover
Win reason
Klant
Berco (5482TK36)
Aangemaakt
2020-11-30
Gesloten
2020-11-30

Beschrijving

Akkoord De order staat in sharepoint onder het opportunity nummer in de map ''getekende documenten'' Klant heeft een order gestuurd met de opdracht om deze toestellen te bestellen en te leveren. 3x Avaya 3745 DECT Toestel 1x Avaya 374x Bureaulader

Primary quote

Naam
#587 — 3x DECT toestel 3745 + 1x Bureaulader
Effectief vanaf
2020-11-29
Vervaldatum
2020-11-30

Eenmalige items (1)

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

Notes (6)

Datum Action type Assigned to Onderwerp / inhoud
2020-11-30 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
2020-11-30 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
2020-11-30 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
2020-11-30 Opportunity Update Redacted Resource (redacted) Opportunity: None, 3x DECT toestel 3745 + 1x BureauladerTotal Revenue=1443 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=30-11-2020 Opportunity Owner=Boer, Thijs de Status=Closed
2020-11-30 Opportunity Update Redacted Resource (redacted) Opportunity: None, 3x DECT toestel 3745 + 1x BureauladerTotal Revenue=1443 Probability=100% Changed Status from Stage 2 Qualification to Stage 5 Closed - WON Projected Close Date=30-11-2020 Opportunity Owner=Boer, Thijs de Changed Status from Active to Closed
2020-11-30 Opportunity Update Redacted Resource (redacted) New Opportunity: None, 3x DECT toestel 3745 + 1x BureauladerTotal Revenue=0 Probability=100% Sales Stage=Stage 2 Qualification Projected Close Date=30-11-2020 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": 1443.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2020-11-30T00:00:00.000Z",
  "companyID": 965,
  "contactID": 30685176,
  "cost": 0.0,
  "createDate": "2020-11-30T13:31:40.113Z",
  "creatorResourceID": 29682909,
  "description": "Akkoord\nDe order staat in sharepoint onder het opportunity nummer in de map ''getekende documenten''\n\nKlant heeft een order gestuurd met de opdracht om deze toestellen te bestellen en te leveren.\n\n3x Avaya 3745 DECT Toestel\n1x Avaya 374x Bureaulader",
  "helpNeeded": "",
  "id": 635,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2020-11-30T13:33:47.560Z",
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  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 1443.0,
  "opportunityCategoryID": 1,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682909,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2020-11-30T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
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  "rating": 1,
  "relationshipAssessmentScore": null,
  "revenueSpread": 0,
  "revenueSpreadUnit": "",
  "salesOrderID": null,
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  "semiannualCost": 0.0,
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  "stage": 29682776,
  "startDate": "2020-11-30T00:00:00.000Z",
  "status": 3,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "3x DECT toestel 3745 + 1x Bureaulader",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
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}