Autotask Toolkit

v 2.13.2 PROD

Strippenkaart €250,00,- Closed

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Status
Closed
Stage
Stage 6 - Handover
Win reason
Klant
Volksuniversiteit Utrecht (3512LE41)
Aangemaakt
2020-12-02
Gesloten
2020-12-02

Beschrijving

Akkoord klant is akkoord met de strippenkaart. Graag verwerken in de systemen en een factuur versturen :) Klant is afkomstig van Commitment. Heeft 11 mensen in dienst, waarvan het grootste deel parttime. Zijn vaak niet meer dan 6 mensen aanwezig op locatie. Maken gebruik van een Avaya IP Office met daarop aangesloten 6 toestellen en een SIP Trunk. Klant logt in op de toestellen d.m.v. hun doorkiesnummer.

Primary quote

Naam
#591 — Strippenkaart €250,00,-
Effectief vanaf
2020-12-01
Vervaldatum
2020-12-09

Eenmalige items (1)

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

Notes (6)

Datum Action type Assigned to Onderwerp / inhoud
2020-12-02 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
2020-12-02 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
2020-12-02 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
2020-12-02 Opportunity Update Redacted Resource (redacted) Opportunity: None, Strippenkaart €250,00,-Total Revenue=250 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=09-12-2020 Opportunity Owner=Boer, Thijs de Status=Closed
2020-12-02 Opportunity Update Redacted Resource (redacted) Opportunity: None, Strippenkaart €250,00,-Total Revenue=250 Probability=100% Changed Status from Stage 2 Qualification to Stage 5 Closed - WON Projected Close Date=09-12-2020 Opportunity Owner=Boer, Thijs de Changed Status from Active to Closed
2020-12-02 Opportunity Update Redacted Resource (redacted) New Opportunity: None, Strippenkaart €250,00,-Total Revenue=0 Probability=100% Sales Stage=Stage 2 Qualification Projected Close Date=09-12-2020 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": 250.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2020-12-02T00:00:00.000Z",
  "companyID": 883,
  "contactID": 30685206,
  "cost": 0.0,
  "createDate": "2020-12-02T09:22:47.567Z",
  "creatorResourceID": 29682909,
  "description": "Akkoord\nklant is akkoord met de strippenkaart.\nGraag verwerken in de systemen en een factuur versturen :)\n\n\nKlant is afkomstig van Commitment.\n\nHeeft 11 mensen in dienst, waarvan het grootste deel parttime.\nZijn vaak niet meer dan 6 mensen aanwezig op locatie.\n\nMaken gebruik van een Avaya IP Office met daarop aangesloten 6 toestellen en een SIP Trunk.\nKlant logt in op de toestellen d.m.v. hun doorkiesnummer.",
  "helpNeeded": "",
  "id": 642,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2020-12-02T11:28:55.113Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 250.0,
  "opportunityCategoryID": 1,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682909,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2020-12-09T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
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  "rating": 1,
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  "stage": 29682776,
  "startDate": "2020-12-02T00:00:00.000Z",
  "status": 3,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Strippenkaart €250,00,-",
  "totalAmountMonths": 1,
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