Autotask Toolkit

v 2.21.0 PROD

20x IP Endpoint licenties Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 6 - Handover
Win reason
–
Klant
Warmteservice Groep B.V. (1051CG43)
Aangemaakt
2021-01-28
Gesloten
2021-01-29

Beschrijving

AKKOORD Klant is akkoord met de OB voor 20 extra IP Endpoint licenties en een uur engineer (o.b.v. nacalculatie) om de licenties in te laden. Getekende OB staat onder de juiste map in Sharepoint. Klant wilt graag een offerte voor 20 IP Endpoint licenties t.b.v. vaste toestellen. Graag hiervoor een quote.

Primary quote

Naam
#624 — 20x IP Endpoint licenties
Effectief vanaf
2021-01-28
Vervaldatum
2021-01-29

Eenmalige items (2)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 Engineer [request]
Engineer rol voor werkzaamheden op een request ticket 		Labor 1 € 107,00 € 107,00
2 Telefonie
Deze klant neemt 'telefonie diensten of producten' af van TSV. 		Product 1 € 1.400,00 € 1.400,00
Subtotaal € 1.507,00

Overig periodiek (1)

# Artikel of dienst Item type Aantal Stuksprijs Regeltotaal
1 Service
Deze klant neemt 'beheer diensten' af van TSV. 		Product 5 € 300,00 € 1.500,00
Subtotaal € 1.500,00
Totaal offerte (excl. BTW) € 3.007,00

Notes (9)

Datum Action type Assigned to Onderwerp / inhoud
2021-02-02 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
2021-02-02 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
2021-02-02 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
2021-02-02 Opportunity Update Redacted Resource (redacted) Opportunity: None, 20x IP Endpoint licentiesTotal Revenue=1632 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=01-02-2021 Opportunity Owner=Boer, Thijs de Status=Closed
2021-02-02 Opportunity Update Redacted Resource (redacted) Opportunity: None, 20x IP Endpoint licentiesTotal Revenue=1632 Probability=100% Changed Status from Stage 6 - Handover to Stage 5 Closed - WON Projected Close Date=01-02-2021 Opportunity Owner=Boer, Thijs de Status=Closed
2021-02-02 Opportunity Update Redacted Resource (redacted) Opportunity: None, 20x IP Endpoint licentiesTotal Revenue=1632 Probability=100% Sales Stage=Stage 6 - Handover Projected Close Date=01-02-2021 Opportunity Owner=Boer, Thijs de Status=Closed
2021-01-29 Opportunity Update Redacted Resource (redacted) Opportunity: None, 20x IP Endpoint licentiesTotal Revenue=1632 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=01-02-2021 Opportunity Owner=Boer, Thijs de Status=Closed
2021-01-29 Opportunity Update Redacted Resource (redacted) Opportunity: None, 20x IP Endpoint licentiesTotal Revenue=1632 Probability=100% Changed Status from Stage 2 Qualification to Stage 5 Closed - WON Projected Close Date=01-02-2021 Opportunity Owner=Boer, Thijs de Changed Status from Active to Closed
2021-01-28 Opportunity Update Redacted Resource (redacted) New Opportunity: None, 20x IP Endpoint licentiesTotal Revenue=0 Probability=100% Sales Stage=Stage 2 Qualification Projected Close Date=01-02-2021 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": 1632.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2021-01-29T00:00:00.000Z",
  "companyID": 460,
  "contactID": 30684024,
  "cost": 0.0,
  "createDate": "2021-01-28T13:01:01.597Z",
  "creatorResourceID": 29682909,
  "description": "AKKOORD\nKlant is akkoord met de OB voor 20 extra IP Endpoint licenties en een uur engineer (o.b.v. nacalculatie) om de licenties in te laden.\nGetekende OB staat onder de juiste map in Sharepoint.\n\nKlant wilt graag een offerte voor 20 IP Endpoint licenties t.b.v. vaste toestellen.\n\nGraag hiervoor een quote.",
  "helpNeeded": "",
  "id": 677,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2021-02-02T08:36:43.243Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 1507.0,
  "opportunityCategoryID": 1,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682909,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2021-02-01T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
  "quarterlyRevenue": 0.0,
  "rating": null,
  "relationshipAssessmentScore": null,
  "revenueSpread": 0,
  "revenueSpreadUnit": "",
  "salesOrderID": null,
  "salesProcessPercentComplete": null,
  "semiannualCost": 0.0,
  "semiannualRevenue": 0.0,
  "stage": 29682776,
  "startDate": "2021-01-28T00:00:00.000Z",
  "status": 3,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "20x IP Endpoint licenties",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 1500.0
}