Autotask Toolkit

v 2.13.2 PROD

Avaya DECT 3730 handsets, Dampten 18 Hoorn Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 6 - Handover
Win reason
Klant
Stichting Leger des Heils Welzijns- en Gezondheidszorg (1315GN10)
Aangemaakt
2021-03-11
Gesloten
2021-03-18

Beschrijving

Factuur naar bekende adres Leger des Heils Dienstverlening algemene FACTUURADRES zoals ook in Autotask staat onder vermelding van: Kostenplaats 011703 Prijzen: 2x Avaya DECT 3730 handset a € 169,00 = € 338,00 1x Order- en administratiekosten a € 17,50 = € 17,50 Algemeen totaal: € 355,50 Inkoop: Levering van de twee handsets kan uit voorraad TSV. Frank heeft Andre hierover gesproken en hij gaat zorg dragen voor het uitleveren vanuit de voorraad. Leveringsadres: Leger des Heils T.a.v. Maria Yuste van Vlissingen Dampten 18 1624 NR HOORN

Primary quote

Naam
#652 — Avaya DECT 3730 handsets, Dampten 18 Hoorn
Effectief vanaf
2021-03-10
Vervaldatum
2021-04-11

Eenmalige items (2)

# Artikel of dienst Item type Aantal
1 Telefonie
Avaya DECT 3730 handset
Product 2
2 Professional Services
Order- en administratiekosten
Product 1

Notes (7)

Datum Action type Assigned to Onderwerp / inhoud
2021-03-18 Opportunity Update Frank Lunstroo Opportunity: None, Avaya DECT 3730 handsets, Dampten 18 HoornTotal Revenue=356 Probability=100% Sales Stage=Stage 6 - Handover Projected Close Date=11-03-2021 Opportunity Owner=Lunstroo, Frank Changed Status from Active to Closed
2021-03-11 General Frank Lunstroo 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 Frank Lunstroo
2021-03-11 Opportunity Update Frank Lunstroo Opportunity: None, Avaya DECT 3730 handsets, Dampten 18 HoornTotal Revenue=356 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=11-03-2021 Opportunity Owner=Lunstroo, Frank Status=Active
2021-03-11 General Frank Lunstroo 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 revers@tsv-groep.nl Initiated by Frank Lunstroo
2021-03-11 General Frank Lunstroo 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 Frank Lunstroo
2021-03-11 Opportunity Update Frank Lunstroo Opportunity: None, Avaya DECT 3730 handsets, Dampten 18 HoornTotal Revenue=356 Changed Probability from 25% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 18-03-2021 to 11-03-2021 Opportunity Owner=Lunstroo, Frank Status=Active
2021-03-11 Opportunity Update Frank Lunstroo New Opportunity: None, Avaya DECT 3730 handsets, Dampten 18 HoornTotal Revenue=0 Probability=25% Sales Stage=Stage 3 Proposal Sent Projected Close Date=18-03-2021 Opportunity Owner=Lunstroo, Frank Status=Active
Volledige record uit Autotask
{
  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 355.5,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2021-03-18T00:00:00.000Z",
  "companyID": 412,
  "contactID": 30684881,
  "cost": 0.0,
  "createDate": "2021-03-11T11:41:46.563Z",
  "creatorResourceID": 29682902,
  "description": "Factuur naar bekende adres Leger des Heils Dienstverlening algemene FACTUURADRES zoals ook in Autotask staat onder vermelding van:\r\n\r\nKostenplaats 011703\n\nPrijzen:\r\n2x Avaya DECT 3730 handset a € 169,00 = € 338,00\r\n1x Order- en administratiekosten a € 17,50 = € 17,50\r\nAlgemeen totaal: € 355,50\r\n\nInkoop:\r\nLevering van de twee handsets kan uit voorraad TSV. Frank heeft Andre hierover gesproken en hij gaat zorg dragen voor het uitleveren vanuit de voorraad.\r\n\nLeveringsadres:\r\nLeger des Heils\nT.a.v. Maria Yuste van Vlissingen\nDampten 18\n1624 NR  HOORN",
  "helpNeeded": "",
  "id": 713,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2021-03-18T10:45:21.483Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 355.5,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682902,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2021-03-11T00:00:00.000Z",
  "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": "2021-03-11T00:00:00.000Z",
  "status": 3,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Avaya DECT 3730 handsets, Dampten 18 Hoorn",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}