Autotask Toolkit

v 2.13.2 PROD

Licentie uitbreiding Implemented

📁 SharePoint-folder

Status
Implemented
Stage
Stage 6 - Handover
Win reason
–
Klant
Energiewacht Groep (8028PS1)
Aangemaakt
2021-02-08
Gesloten
2021-02-08

Beschrijving

AKKOORD Klant is akkoord met de OB voor het uitbreiden van hun licenties. Alle documenten staan onder de juiste map in sharepoint. Klant heeft akkoord gegeven op de OB met opportunity nummer 580, deze is plotseling verdwenen in autotask, daarom heb ik een nieuwe opportunity moeten aanmaken. Voor facturatie houden we het nieuwe opportunity nummer aan. Alle documenten (getekende ob) staan in sharepoint in de map met het nieuwe opportunity nummer.

Primary quote

Naam
#631 — Licentie uitbreiding
Effectief vanaf
2021-02-07
Vervaldatum
2021-02-08

Maandelijkse items (1)

# Artikel of dienst Item type Aantal
1 Service
Deze klant neemt 'beheer diensten' af van TSV. 		Product 12

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 (7)

Datum Action type Assigned to Onderwerp / inhoud
2021-02-08 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
2021-02-08 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
2021-02-08 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
2021-02-08 Opportunity Update Redacted Resource (redacted) Opportunity: None, Licentie uitbreidingTotal Revenue=8104 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=08-02-2021 Opportunity Owner=Boer, Thijs de Status=Closed
2021-02-08 Opportunity Update Redacted Resource (redacted) Opportunity: None, Licentie uitbreidingTotal Revenue=8104 Probability=100% Changed Status from Stage 2 Qualification to Stage 5 Closed - WON Projected Close Date=08-02-2021 Opportunity Owner=Boer, Thijs de Changed Status from Active to Closed
2021-02-08 Opportunity Update Redacted Resource (redacted) Opportunity: None, Licentie uitbreidingTotal Revenue=0 Probability=100% Sales Stage=Stage 2 Qualification Projected Close Date=08-02-2021 Opportunity Owner=Boer, Thijs de Status=Active
2021-02-08 Opportunity Update Redacted Resource (redacted) New Opportunity: None, Licentie uitbreidingTotal Revenue=0 Probability=100% Sales Stage=Stage 2 Qualification Projected Close Date=08-02-2021 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": 8104.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2021-02-08T00:00:00.000Z",
  "companyID": 260,
  "contactID": 30683126,
  "cost": 0.0,
  "createDate": "2021-02-08T08:36:46.487Z",
  "creatorResourceID": 29682909,
  "description": "AKKOORD\nKlant is akkoord met de OB voor het uitbreiden van hun licenties.\nAlle documenten staan onder de juiste map in sharepoint.\n\nKlant heeft akkoord gegeven op de OB met opportunity nummer 580, deze is plotseling verdwenen in autotask, daarom heb ik een nieuwe opportunity moeten aanmaken. Voor facturatie houden we het nieuwe opportunity nummer aan.\n\nAlle documenten (getekende ob) staan in sharepoint in de map met het nieuwe opportunity nummer.",
  "helpNeeded": "",
  "id": 689,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2021-02-08T08:39:23.227Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 3300.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 4804.0,
  "opportunityCategoryID": 1,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682909,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2021-02-08T00:00:00.000Z",
  "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": "2021-02-08T00:00:00.000Z",
  "status": 4,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Licentie uitbreiding",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}