Autotask Toolkit

v 2.13.2 PROD

Remote Monitoring Appliance Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 6 - Handover
Win reason
Klant
Cargill Bioindustrial B.V. (2802BE1)
Aangemaakt
2021-05-04
Gesloten
2021-05-04

Beschrijving

AKKOORD Klant is akkoord met RMA. Deze wordt tijdens project geïmplementeerd. Deze opportunity is voor facturatie etc.

Primary quote

Naam
#699 — Remote Monitoring Appliance
Effectief vanaf
2021-05-03
Vervaldatum
2021-05-11

Eenmalige items (1)

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

Notes (7)

Datum Action type Assigned to Onderwerp / inhoud
2021-05-04 Opportunity Update Redacted Resource (redacted) Opportunity: None, Remote Monitoring ApplianceTotal Revenue=550 Probability=100% Sales Stage=Stage 6 - Handover Projected Close Date=04-05-2021 Opportunity Owner=Boer, Thijs de Changed Status from Active to Closed
2021-05-04 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
2021-05-04 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 revers@tsv-groep.nl Initiated by Thijs de Boer
2021-05-04 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
2021-05-04 Opportunity Update Redacted Resource (redacted) Opportunity: None, Remote Monitoring ApplianceTotal Revenue=550 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=04-05-2021 Opportunity Owner=Boer, Thijs de Status=Active
2021-05-04 Opportunity Update Redacted Resource (redacted) Opportunity: None, Remote Monitoring ApplianceTotal Revenue=550 Changed Probability from 25% to 100% Changed Status from Stage 1 First Contact to Stage 5 Closed - WON Projected Close Date=04-05-2021 Opportunity Owner=Boer, Thijs de Status=Active
2021-05-04 Opportunity Update Redacted Resource (redacted) New Opportunity: None, Remote Monitoring ApplianceTotal Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=04-05-2021 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": 550.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2021-05-04T00:00:00.000Z",
  "companyID": 238,
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  "cost": 0.0,
  "createDate": "2021-05-04T09:14:23.103Z",
  "creatorResourceID": 29682909,
  "description": "AKKOORD\n\nKlant is akkoord met RMA.\nDeze wordt tijdens project geïmplementeerd.\nDeze opportunity is voor facturatie etc.",
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  "impersonatorCreatorResourceID": null,
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  "opportunityCategoryID": 103,
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  "productID": 2,
  "projectedCloseDate": "2021-05-04T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
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  "rating": null,
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  "revenueSpreadUnit": "",
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  "stage": 29682776,
  "startDate": "2021-05-04T00:00:00.000Z",
  "status": 3,
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  "totalAmountMonths": 1,
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  "userDefinedFields": [],
  "winReason": null,
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}