Autotask Toolkit

v 2.21.0 PROD

Extra kanalen IPO + SBC t.b.v. uitbellen Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 6 - Handover
Win reason
–
Klant
Warmteservice Groep B.V. (1051CG43)
Aangemaakt
2021-01-06
Gesloten
2021-01-07

Beschrijving

AKKOORD: Klant is akkoord met de opgestelde OB. Getekende document staat op Sharepoint. Warmteservice wilt graag een offerte ontvangen voor het toevoegen van extra SIP Kanalen aan zowel de IPO als aan de SBC. Dit t.b.v. uitgaand bellen.

Primary quote

Naam
#603 — Extra kanalen IPO + SBC t.b.v. uitbellen
Effectief vanaf
2021-01-06
Vervaldatum
2021-01-20

Maandelijkse items (1)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 Service
Deze klant neemt 'beheer diensten' af van TSV. 		Product 60 € 38,00 € 2.280,00
Subtotaal € 2.280,00

Eenmalige items (2)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 Professional Services
Deze klant neemt 'PS diensten' af van TSV. 		Product 1 € 107,00 € 107,00
2 Telefonie
Deze klant neemt 'telefonie diensten of producten' af van TSV. 		Product 1 € 1.450,00 € 1.450,00
Subtotaal € 1.557,00
Totaal offerte (excl. BTW) € 3.837,00
  • Autotask kent geen looptijd op een offerte. Of het maandelijkse subtotaal een bedrag per maand is of de waarde over de hele looptijd, hangt af van hoe Aantal is ingevuld — de toolkit kan dat niet afleiden.

Notes (6)

Datum Action type Assigned to Onderwerp / inhoud
2021-01-07 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
2021-01-07 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
2021-01-07 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
2021-01-07 Opportunity Update Redacted Resource (redacted) Opportunity: None, Extra kanalen IPO + SBC t.b.v. uitbellenTotal Revenue=3837 Probability=75% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=20-01-2021 Opportunity Owner=Boer, Thijs de Status=Closed
2021-01-07 Opportunity Update Redacted Resource (redacted) Opportunity: None, Extra kanalen IPO + SBC t.b.v. uitbellenTotal Revenue=3837 Probability=75% Changed Status from Stage 2 Qualification to Stage 5 Closed - WON Projected Close Date=20-01-2021 Opportunity Owner=Boer, Thijs de Changed Status from Active to Closed
2021-01-06 Opportunity Update Redacted Resource (redacted) New Opportunity: None, Extra kanalen IPO + SBC t.b.v. uitbellenTotal Revenue=0 Probability=75% Sales Stage=Stage 2 Qualification Projected Close Date=20-01-2021 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": 3837.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2021-01-07T00:00:00.000Z",
  "companyID": 460,
  "contactID": 30684024,
  "cost": 0.0,
  "createDate": "2021-01-06T11:43:44.667Z",
  "creatorResourceID": 29682909,
  "description": "AKKOORD:\nKlant is akkoord met de opgestelde OB. Getekende document staat op Sharepoint.\n\nWarmteservice wilt graag een offerte ontvangen voor het toevoegen van extra SIP Kanalen aan zowel de IPO als aan de SBC. Dit t.b.v. uitgaand bellen.",
  "helpNeeded": "",
  "id": 655,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2021-01-07T12:01:26.757Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 2280.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 1557.0,
  "opportunityCategoryID": 1,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682909,
  "primaryCompetitor": null,
  "probability": 75,
  "productID": 2,
  "projectedCloseDate": "2021-01-20T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
  "quarterlyRevenue": 0.0,
  "rating": 1,
  "relationshipAssessmentScore": null,
  "revenueSpread": 0,
  "revenueSpreadUnit": "",
  "salesOrderID": null,
  "salesProcessPercentComplete": null,
  "semiannualCost": 0.0,
  "semiannualRevenue": 0.0,
  "stage": 29682776,
  "startDate": "2021-01-06T00:00:00.000Z",
  "status": 3,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Extra kanalen IPO + SBC t.b.v. uitbellen",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}