Autotask Toolkit

v 2.13.2 PROD

1x Juniper 12-poorts switch Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
Klant
Gemeente Landsmeer (1121XC1)
Aangemaakt
2021-02-02
Gesloten
2021-03-02

Beschrijving

AKKOORD Klant heeft akkoord gegeven op de OB voor een nieuwe 12-poorts PoE switch t.b.v. hun wifi netwerk. De switch kan worden ingekocht bij Nuvias. Switch wordt door ons geprogrammeerd en geïnstalleerd. Graag met de klant planning afstemmen voor het wanneer te leveren van de switch. Getekende OB op sharepoint.

Primary quote

Naam
#648 — 1x Juniper 24-poorts switch
Effectief vanaf
2021-03-01
Vervaldatum
2021-03-02

Eenmalige items (2)

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

Notes (6)

Datum Action type Assigned to Onderwerp / inhoud
2021-03-02 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 in list "Standaard (aanpassing 1 AV) OR 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
2021-03-02 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 in list "Standaard (aanpassing 1 AV) OR 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
2021-03-02 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 in list "Standaard (aanpassing 1 AV) OR 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
2021-03-02 Opportunity Update Redacted Resource (redacted) Opportunity: None, 1x Juniper 12-poorts switchTotal Revenue=1340 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=02-03-2021 Opportunity Owner=Boer, Thijs de Status=Closed
2021-03-02 Opportunity Update Redacted Resource (redacted) Opportunity: None, 1x Juniper 12-poorts switchTotal Revenue=1340 Probability=100% Changed Status from Stage 2 Qualification to Stage 5 Closed - WON Changed Projected Close Date from 16-02-2021 to 02-03-2021 Opportunity Owner=Boer, Thijs de Changed Status from Active to Closed
2021-02-02 Opportunity Update Redacted Resource (redacted) New Opportunity: None, 1x Juniper 24-poorts switchTotal Revenue=0 Probability=100% Sales Stage=Stage 2 Qualification Projected Close Date=16-02-2021 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": 1340.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2021-03-02T00:00:00.000Z",
  "companyID": 283,
  "contactID": 30683252,
  "cost": 0.0,
  "createDate": "2021-02-02T11:05:54.617Z",
  "creatorResourceID": 29682909,
  "description": "AKKOORD\n\nKlant heeft akkoord gegeven op de OB voor een nieuwe 12-poorts PoE switch t.b.v. hun wifi netwerk.\nDe switch kan worden ingekocht bij Nuvias.\n\nSwitch wordt door ons geprogrammeerd en geïnstalleerd.\n\nGraag met de klant planning afstemmen voor het wanneer te leveren van de switch.\n\nGetekende OB op sharepoint.",
  "helpNeeded": "",
  "id": 685,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2021-03-02T13:47:21.643Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 1340.0,
  "opportunityCategoryID": 1,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682909,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2021-03-02T00:00:00.000Z",
  "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": "2021-02-02T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "1x Juniper 12-poorts switch",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}